Aspiring Private Wealth Trust Advisor

Regions Financial Corporation; Mobile (AL); On-site; USD 44,000 - 65,000; Full time

Benefits offered by this job

Paid vacation

401K match

Health benefits

Disability benefits

HSA

FSA

Life insurance

Parental leave

Employee assistance

Volunteer program

Job summary

Regions Financial Corporation in Mobile, AL seeks an Associate Trust Advisor to build foundational skills through mentorship with a senior advisor, focusing on administration and client servicing for an assigned book of business.

This role is designed to prepare the Associate for the complexities of the traditional Trust Advisor position, with exemption from timekeeping, and eligibility for incentive plans based on performance.

Qualifications

• Bachelor's degree required.
• One year of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience.
• Relevant experience in finance or estate planning is a plus.

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.

Skills

Sales

Negotiation

Presentation

Problem-solving

Verbal comms

Written comms

Education

Bachelor's degree

Job description

Regions Financial Corporation in Mobile, AL seeks an Associate Trust Advisor to build foundational skills through mentorship with a senior advisor, focusing on administration and client servicing for an assigned book of business.

This role is designed to prepare the Associate for the complexities of the traditional Trust Advisor position, with exemption from timekeeping, and eligibility for incentive plans based on performance.