Private Wealth Management Associate Trust Advisor

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 Associate Trust Advisor, through the mentorship of a senior advisor, will build foundational skills, knowledge and expertise needed to further their advancement to an advisor role.  The Associate Trust Advisor will focus on the administration and client servicing of an assigned book of business.

This position is designed to prepare the Associate for the complexity of the traditional Trust Advisor role.

Primary Responsibilities

• Establishes new client relationships in addition to providing advisory services and support to their existing, assigned client relationships  
• Assigns accounts for administration
• Partners with Trust Advisors, as a relationship management point of contact, delivering administrative support to key clients
• Executes client servicing requirements
• Conducts Annual Relationship Reviews for clients
• Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
• Communicates and delivers the Private Wealth Management mission and vision statement

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

• Bachelor's degree
• One (1) year of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience   

Preferences

• Basic knowledge of foundational trust principles and regulatory tax matters related to the administration of trust accounts

Skills and Competencies

• Proficient sales, negotiation, presentation & problem-solving skills
• Strong verbal and written communication 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:

$43,550.90 USD

Median:

$64,628.50 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.

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.

• 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

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

RSA Battle House Tower

Location:

Mobile, Alabama

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.