Private Wealth Management Wealth Advisor

About the role

The Private Wealth Management Trust Advisor role at Regions involves acquiring personal trust, estate, individual retirement account (IRA), and investment management client relationships. This includes prospecting, building internal and external business networks, and presenting sales pitches. Responsibilities also include retaining and providing advisory services to existing clients, managing account administration, and coordinating client service activities with other wealth management partners.

Responsibilities

• Perpetual discovery to assess clients' financial situations to retain and grow client relationships
• Guidance and solutions for complex investment allocations, goals, and objectives
• Generate large new business opportunities consistently
• Stay updated on trends and developments in the trust and investment management industry
• Oversee the setup, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
• Ensure account administration complies with fiduciary principles
• Coordinate client service activities with other wealth management partners
• Mentor and coach junior trust advisors

Requirements

• 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
• 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

Preferences

• Advanced degree (e.g., JD, LLM, CPA, MBA, Master of Taxation)
• Professional Certifications (CTFA, CFP, AIF, CWS)

Skills and Competencies

• Interpret and present complex topics in a concise and effective manner
• Manage multiple goals and deadlines simultaneously
• Advanced analytical and problem-solving skills, including attention to detail
• Demonstrated confidence in delivering and explaining solutions with a high degree of influence
• Excellent presentation and sales abilities
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
• Strong organizational skills