Private Wealth Advisor: Trust & IRA Growth

Regions Bank; Indianapolis (IN); On-site; USD 120,000 - 165,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Life Insurance

Job summary

A major financial institution is seeking a Private Wealth Management Trust Advisor in Indianapolis. The advisor will be responsible for acquiring and managing personal trust and investment client relationships, requiring strong analytical skills and a bachelor's degree in a relevant field. Ideal candidates will have substantial experience and knowledge of trust principles. The position offers competitive compensation and benefits including a 401K, health insurance, and paid time off.

Qualifications

• Eight years of relevant experience with direct client interaction.
• Strong knowledge of trust principles and regulatory matters.
• Demonstrated knowledge of fiduciary products and services.

Responsibilities

• Acquire Personal Trust, Estate, IRA, and Investment Management client relationships.
• Assess clients' financial situations to grow relationships.
• Ensure compliance with fiduciary principles.

Skills

Analytical skills

Problem-solving skills

Presentation skills

Sales abilities

Communication skills

Organizational skills

Education

Bachelor’s degree in Business, Finance, Economics, Accounting or a related field

Advanced degree (e.g., JD, LLM, CPA, MBA)

Tools

Microsoft Office Suite (Word, Excel, PowerPoint)

Job description

A major financial institution is seeking a Private Wealth Management Trust Advisor in Indianapolis. The advisor will be responsible for acquiring and managing personal trust and investment client relationships, requiring strong analytical skills and a bachelor's degree in a relevant field. Ideal candidates will have substantial experience and knowledge of trust principles. The position offers competitive compensation and benefits including a 401K, health insurance, and paid time off.