Private Wealth Management Wealth Advisor

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At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for 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, this role is responsible for retaining and providing advisory services and support to existing client relationships.

This role is also responsible for the complete administration of each account assigned.

• 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
• Generates large new business opportunities on a consistent basis
• Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
• Partners with the Trust Administrator to oversee the set‑up, implementation and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
• Ensures that account administration complies with fiduciary principles
• Co‑ordinates 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 a 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)
• Strong 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 simultaneously
• Advanced analytical and…