Regions Bank · 4 hours ago
Private Wealth Management Trust Advisor - JD, LLM, CTFA, CPA
Houston, TX
Full-time
Onsite
Senior Level, Lead/Staff
$116K/yr - $168K/yr
8+ years expRegions Bank is dedicated to offering a career-focused environment for its associates. The Private Wealth Management Trust Advisor is responsible for acquiring and managing client relationships in Personal Trust, Estate, IRA, and Investment Management, while also providing advisory services to existing clients.
BankingInsurance
Responsibilities
Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals and objectives; typically manages large and/or complex client relationships
Consistently generates large new business opportunities
Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
Partners with Trust Administrator to oversee the set-up, 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
Mentors and coaches junior trust advisors
Qualification
Required
Bachelor's degree in business, finance, economics, accounting or related field
Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
Solid knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Ability to interpret and present complex topics in a concise and effective manner
Ability to manage multiple goals and deadlines
Confidently explain solutions, with a high degree of influence
Excellent oral, written and organizational skills
Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Strong presentation and sales skills
Advanced analytical and problem-solving skills, including attention to detail
Preferred
Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)
Benefits
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
Company
Regions Bank
Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.
10001+ employees
H1B Sponsorship
Regions Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (40)
2023 (41)
2022 (42)
2021 (32)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
unknown2018-04-06Acquired
Leadership Team
Brian Happel
Executive Vice President and Fort Worth Market CEO
Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
Recent News
2024-04-30
Business Journals
2024-04-28
Company data provided by crunchbase