Private Wealth Management Trust Advisor - JD, LLM, CTFA, CPA

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At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA 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 presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships.

• Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
• Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client relationships
• Consistently generates large new business opportunities
• Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
• Partners with Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, IMAs and custody accounts
• Ensures that account administration complies with fiduciary principles
• Coordinates client service activities with other wealth management partners
• Mentors and coaches junior trust advisors

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

• Bachelor’s degree in business, finance, economics, accounting or related field
• Eight (8) 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).
• Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
• Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts

• Advanced 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)

• Ability to interpret and present complex topics in a concise and effective manner
• Ability to manage multiple goals and deadlines
• Confidently explain solutions, with a high degree of influence
• Excellent oral, written and organizational skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Strong presentation and sales skills
• Advanced…