What are the responsibilities and job description for the Private Wealth Management Associate Trust Advisor position at Regions?
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.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
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
High School Diploma or GED
Basic knowledge of foundational trust principles and regulatory tax matters related to the administration of trust accounts
Preferences
Bachelor’s degree
One (1) year of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience
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: $45,254.00 USD
Median: $67,160.00 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.
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/welcometour/benefits.rf
Location Details Regions Center
Location: Birmingham, Alabama
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help 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 and thrive 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.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
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
High School Diploma or GED
Basic knowledge of foundational trust principles and regulatory tax matters related to the administration of trust accounts
Preferences
Bachelor’s degree
One (1) year of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience
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: $45,254.00 USD
Median: $67,160.00 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.
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/welcometour/benefits.rf
Location Details Regions Center
Location: Birmingham, Alabama
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help 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 and thrive 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.
Salary : $45,254 - $67,160
