Private Wealth Management Trust Advisor JD, LLM, CTFA, 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 IRA and Investment Management client 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. Currently they are responsible for the complete administration of each account they are assigned.Primary ResponsibilitiesPerforms perpetual discovery assessing a clients financial situation to retain and grow client relationshipsGenerates new business opportunities including development of next generationProvides guidance and solutions for the development and on-going maintenance of investment allocations goals and objectives; typically responsible for smaller and/or less complex client relationshipsKeeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment managementPartners with Trust Administrator and Trust Specialist to oversee the set-up implementation and administration of trusts estates IRAs IMAs and custody accounts. The Trust Support Administrator is in initial deployment beginning with Administrative reviews. More Administrative tasks will be added over the next 18 months.Ensures that account administration complies with fiduciary principlesCoordinates client service activities with other wealth management partnersActs independently using judgment while developing knowledge to understand the function and its policies procedures compliance and legal requirements; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts or productsThis 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 degree in business finance economics accounting or related fieldThree (3) years of Trust Administration Estate/Tax Law Financial Planning or relevant experience including direct client interaction to deliver fiduciary services (financial tax philanthropic and estate planning and advice legal insurance real estate asset management trusts estates wills IRAs qualified retirement plans or custody services).Knowledge of fiduciary products and services including legal tax and regulatory requirements applicable to fiduciary relationships and 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 CompetenciesAbility to interpret and present complex topics in a concise and effective mannerAbility to manage multiple goals and deadlinesDemonstrated confidence in delivering and explaining solutions with a high degree of influenceExcellent oral written and organizational skillsProficiency in Microsoft Office (Word Excel PowerPoint)Proficient presentation and sales skillsStrong analytical and problem-solving skills including attention to detailThis position may be filled at a higher level depending on the candidates qualifications and relevant experience.Position 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:$56590.88 USDMedian:$78885.00 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 goals.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. DetailsLittle Rock MainLocation:Little Rock ArkansasEqual 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