- Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
- Acts as a personal trust subject matter expert, overseeing the most complex and sophisticated trust and investment management client relationships
- Provides guidance and solutions for the development and on-going maintenance of highly complex investment allocations, goals and objectives
- Consistently generates large and complex 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
- May supervise other associates
- May assist in new product development
- Bachelor's degree
- Twelve (12) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience
- Expert knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Advanced degree (e.g. Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA) or Master of Business Administration (MBA))
- Certified Public Accountant (CPA)
- Consistently a top performer
- Ability to interpret and present complex topics in a concise and effective manner
- Can confidently explain solutions, with a high degree of influence
- Ability to manage multiple goals and deadlines
- Excellent oral, written and organizational skills
- Good analytical and problem-solving skills, including attention to detail
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
- Strong presentation and sales skills
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
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Private Wealth Management Trust Advisor - Knoxville, United States - Regions Bank
Description
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 presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships.
Primary Responsibilities
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
Preferences
Skills and Competencies
Position Type
Full timeCompensation 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:
$122,936.84 USD$174,296.50 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.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 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.
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.
Location Details
KnollwoodLocation:
Knoxville, TennesseeBring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/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.
