Junior Private Wealth Trust Advisor

Regions Bank; Mobile (AL); On-site; USD 39,000 - 48,000; Full time

Benefits offered by this job

401K with Company Match

Medical, Dental and Vision Benefits

Paid Vacation/Sick Time

Parental Leave

Life Insurance

Annual Incentive Plan

Job summary

Regions Bank in Mobile, AL seeks an Associate Trust Advisor to build foundational skills under a senior advisor. You will focus on administration and client servicing of an assigned book of business, preparing for a future Trust Advisor role.

The role includes establishing client relationships, administering accounts, delivering strategic support, and conducting annual reviews within a private wealth framework. Eligible for incentive pay.

Qualifications

• Bachelor’s degree required.
• One year of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience.
• Foundational trust principles and regulatory tax matters knowledge preferred.

Responsibilities

• Establish new client relationships and provide advisory services.
• Assign accounts for administration and support key clients.
• Partner with Trust Advisors as contact point delivering administrative support.
• Execute client servicing requirements.
• Conduct Annual Relationship Reviews and perpetual discovery to grow client relationships.
• Communicate Regions' Private Wealth Management mission and vision.

Skills

Sales skills

Communication skills

Negotiation

Education

Bachelor’s degree

Job description

Regions Bank in Mobile, AL seeks an Associate Trust Advisor to build foundational skills under a senior advisor. You will focus on administration and client servicing of an assigned book of business, preparing for a future Trust Advisor role.

The role includes establishing client relationships, administering accounts, delivering strategic support, and conducting annual reviews within a private wealth framework. Eligible for incentive pay.