Private Wealth Management Trust Advisor: A High-Paying Career Opportunity in Atlanta, GA
Are you a performance-driven individual looking for a place to build a successful career? If so, then Regions is the employer of choice for you. We believe in offering our associates more than just a job and strive to provide them with a place where they can expect more opportunities for growth and success. We are currently seeking a Private Wealth Management Trust Advisor to join our team in Atlanta, GA.
Private Wealth Management Trust Advisor Responsibilities:
- Acquire Personal Trust, Estate, IRA, and Investment Management client relationships
- Prospect and develop internal and external business networks to generate new business opportunities
- Participate in sales presentations
- Provide advisory services and support to existing client relationships
- Keep abreast of trends and developments in the trust and investment management industry
- Oversee the set-up, implementation, and administration of trusts, estates, IRAs, IMAs, and custody accounts
- Ensure account administration complies with fiduciary principles
- Coordinate client service activities with other wealth management partners
- Mentor and coach junior trust advisors
Requirements:
- Bachelor’s degree in business, finance, economics, accounting, or a related field
- 8 years of relevant experience in Trust Administration, Estate/Tax Law, Financial Planning, or direct client interaction to deliver fiduciary services
- Solid knowledge of trust principles, regulatory and tax matters related to trust account administration
- Demonstrated knowledge of fiduciary products and services
- High School Diploma or GED with 12 years of relevant experience may also qualify
- Advanced degree or professional certifications such as JD, LLM, CPA, MBA, CTFA, CFP, AIF, CDFA, or CWS preferred
Skills and Competencies:
- Ability to interpret and present complex topics effectively
- Strong time management skills and ability to manage multiple goals and deadlines
- Confident in explaining solutions and influencing others
- Excellent communication and organizational skills
- Proficiency in Microsoft Office
- Strong presentation and sales skills
- Advanced analytical and problem-solving skills
Compensation and Benefits:
- Full-time position with incentive eligibility
- Pay ranges are job-specific and based on market reference for compensation decisions
- Opportunity to participate in the Long Term Incentive Plan
- Flexible and comprehensive benefits package, including:
- Paid vacation and sick time
- 401K with company match
- Medical, dental, and vision benefits
- Disability benefits
- Health savings and flexible spending accounts
- Life insurance
- Parental leave
- Employee assistance program
- Associate volunteer program
Location:
The position is located in Buckhead, Atlanta, Georgia.
Equal Opportunity Employer:
Regions is an equal opportunity employer, including disabled and veterans.
How to Apply:
Interested candidates can apply for the position through our career site for a minimum of five business days from the date of posting. Higher-volume positions may remain active for a longer period, depending on business needs, and may be closed at any time thereafter at the company's discretion.
Join our team at Regions and expect more from your career!
