Private Wealth Management Trust Advisor JD, LLM, CPA at Regions Bank

Thank you for your interest in a career at Regions. At Regions we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results dedicated to quality strength and integrity and possess the drive to succeed then we are your employer of choice.Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates consultants and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes sold or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions Retention Schedule for a minimum of three years. You may review modify or update your information by visiting and logging into the careers section of the system.Job Description:At Regions the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust Estate and Investment Management client relationships. Responsibilities include prospecting developing internal and external business networks for the purposes of generating new business opportunities and participating in sales addition to client acquisition the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships.Primary ResponsibilitiesPerforms perpetual discovery assessing a clients financial situation to retain & grow the client relationshipActs as a personal trust subject matter expert overseeing the most complex and sophisticated trust and investment management client relationshipsProvides guidance and solutions for the development and on-going maintenance of highly complex investment allocations goals and objectivesConsistently generates large and complex new business opportunitiesKeeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment managementPartners with Trust Administrator to oversee the set-up implementation and administration of trusts estates IRAs IMAs and custody accountsEnsures that account administration complies with fiduciary principlesCoordinates client service activities with other wealth management partnersMentors and coaches junior trust advisorsMay supervise other associatesMay assist in new product developmentThis position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.This position is incentive eligible.RequirementsBachelors degreeTwelve (12) years of Trust Administration Estate/Tax Law Financial Planning or relevant experienceExpert knowledge of trust principles and regulatory and tax matters relating to the administration of trust accountsPreferencesAdvanced degree (e.g. Juris Doctorate (JD) Master of Laws (LLM) Certified Public Accountant (CPA) Master of Business Administration (MBA) or Master of Taxation)Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA) Certified Financial Planner (CFP) Accredited Investment Fiduciary (AIF) Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)Skills and CompetenciesConsistently a top performerAbility to interpret and present complex topics in a concise and effective mannerCan confidently explain solutions with a high degree of influenceAbility to manage multiple goals and deadlinesExcellent oral written and organizational skillsGood analytical and problem-solving skills including attention to detailProficiency in Microsoft Office (Word Excel PowerPoint)Strong presentation and sales skillsPosition TypeFull timeCompensation DetailsPay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience skills knowledge contribution job location and most importantly performance in the job role. As these factors vary by individuals pay will also vary among individual associates within the same job.The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.Job Range Target:Minimum:$146108.52 USDMedian:$210222.90 USDIncentive Pay Plans:This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and to participate in the Long Term Incentive Plan.Benefits InformationRegions offers a benefits package that is flexible comprehensive and recognizes that one size does not fit all for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes which is not intended to be a complete summary of plan terms and conditions.Paid Vacation/Sick Time401K with Company MatchMedical Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease note benefits and plans may be changed amended or terminated with respect to all or any class of associate at any time. To learn more about Regions benefits please click or copy the link below to your browser. DetailsGreenway PlazaLocation:Houston TexasEqual Opportunity Employer/including Disabled/VeteransJob applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.Required Experience:Unclear Seniority Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills Employment Type : Full-Time Experience: years Vacancy: 1