Private Wealth Management Trust Advisor - JD, CPA, CTFA

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.

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Job Description

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. The Trust Support Administrator is in initial deployment beginning with administrative reviews, and more administrative tasks will be added over the next 18 months.

Primary Responsibilities

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Performs perpetual discovery, assessing a client's financial situation to retain and grow client relationships

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Generates new business opportunities including development of next generation

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Provides 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 relationships

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Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management

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Partners with the Trust Administrator and the Trust Specialist to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts

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Ensures that account administration complies with fiduciary principles

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Coordinates client service activities with other wealth management partners

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Acts independently, using judgment while developing knowledge to understand the function and its policies, procedures, compliance, and legal requirements

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May receive guidance from senior trust advisors and fiduciary support managers on more complex accounts or products

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.

Requirements

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Bachelor’s degree in Business, Finance, Economics, Accounting or a related field

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Five (5) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including d irect 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)

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Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts

Preferences

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Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)

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Professional Certification(s) to include C ertified 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 Competencies

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Ability to interpret and present complex topics in a concise and effective manner

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Ability to manage multiple goals and deadlines simultaneously

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Demonstrated confidence in delivering and explaining solutions with a high degree of influence

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Excellent presentation and sales abilities

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Excellent verbal and written communication skills

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Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

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Strong analytical and problem-solving skills, including attention to detail

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Strong organizational skills

Position Type

Full time

Compensation Details

Pay 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

$95,269.02 USD

Median

$130,011.00 USD

Incentive 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.Opportunity to participate in the Long Term Incentive Plan.

Benefits Information

Regions 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.

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Paid Vacation/Sick Time

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401K with Company Match

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Medical, Dental and Vision Benefits

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Disability Benefits

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Health Savings Account

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Flexible Spending Account

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Life Insurance

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Parental Leave

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Employee Assistance Program

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Associate Volunteer Program

Please 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.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Dallas Uptown

Location

Dallas, Texas

Equal Opportunity Employer/including Disabled/Veterans

Job 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.