Wealth & Trust Advisor — Private Client Growth

Regions Bank; Indianapolis (IN); On-site; USD 81,659 - 99,805; Full time

Benefits offered by this job

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

Job summary

Regions Bank in Indianapolis, Indiana seeks a Private Wealth Management Trust Advisor to acquire and retain Personal Trust, Estate, IRA and Investment Management client relationships. You will prospect, network, and participate in sales presentations while delivering fiduciary services and advisory support.

Responsibilities include complete administration of each assigned account. The role emphasizes fiduciary product knowledge, client service coordination with wealth management partners, and

Qualifications

• Bachelor’s degree in business, finance, economics, accounting or related field.
• Five (5) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services
• Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
• High School Diploma or GED and seven (7) years of relevant experience may also qualify

Responsibilities

• Performs discovery to assess a client’s financial situation to retain and grow client relationships
• Generates new business opportunities including development of next generation
• Provides guidance and solutions for the development and ongoing maintenance of investment allocations, goals and objectives; typically responsible for smaller and/or less complex client relationships
• Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
• Partners with Trust Administrator and Trust Specialist to oversee the setup, implementation and administration of trusts, estates, IRAs, IMAs, and custody accounts.
• Ensures that account administration complies with fiduciary principles
• Coordinates client service activities with other wealth management partners
• Acts independently using judgment while developing knowledge to understand the function and its policies, procedures, compliance and legal requirements

Skills

Microsoft Office

Presentation and Sales

Analytical thinking

Communication

Education

Bachelor's degree in business, finance, economics, accounting or related field

Job description

Regions Bank in Indianapolis, Indiana seeks a Private Wealth Management Trust Advisor to acquire and retain Personal Trust, Estate, IRA and Investment Management client relationships. You will prospect, network, and participate in sales presentations while delivering fiduciary services and advisory support.

Responsibilities include complete administration of each assigned account. The role emphasizes fiduciary product knowledge, client service coordination with wealth management partners, and