Current jobs related to Private Wealth Management Trust Advisor - Birmingham, Alabama - Regions

  • Private Wealth Strategist

    7 hours ago

    Birmingham, Alabama, United States Regions Bank Full time

    Job Description:At Regions Bank, we are seeking a highly skilled Private Wealth Strategist to join our team. As a key member of our Private Wealth Management group, you will provide strategic planning and guidance to our high and ultra-high net worth clients and prospects.Primary Responsibilities:Develop and implement comprehensive wealth planning strategies...

  • Wealth Management Trust Consultant

    3 weeks ago

    Birmingham, Alabama, United States Regions Bank Full time

    Thank you for considering a career with Regions Bank. At Regions, we believe that our associates deserve more than just a job. We are committed to providing performance-driven individuals with a platform to build a fulfilling career, where opportunities for growth and advancement are abundant. If you are results-oriented, dedicated to excellence, and possess...

  • Senior Private Wealth Consultant

    3 weeks ago

    Birmingham, Alabama, United States Synovus Full time

    Job OverviewPosition SummaryThe Synovus Senior Private Wealth Consultant collaborates with a team of wealth management professionals. Individuals in this role are accountable for managing a portfolio of affluent clients while fostering new Private Wealth Management connections. Understanding the significance of each client interaction, team members strive to...

  • Wealth Management Advisor

    3 weeks ago

    Birmingham, Alabama, United States CFA Institute Full time

    About CFA Institute:CFA Institute is dedicated to providing exceptional financial guidance and innovative solutions to our clients. We believe in fostering strong relationships and delivering personalized experiences that adapt to our clients' evolving needs.Role Overview:As a Private Client Financial Advisor, you will play a pivotal role in enhancing client...

  • Client Relationship Manager

    1 week ago

    Birmingham, Alabama, United States Fairvoy Private Wealth Full time

    About the RoleFairvoy Private Wealth is seeking a highly skilled and motivated individual to join its team as a Client Relationship Specialist. This role is a key point of contact for prospective and existing clients and oversees daily operational work for the team.Key ResponsibilitiesClient Service: Participate in projects and tasks to support current...

  • Client Relationship Specialist

    1 week ago

    Birmingham, Alabama, United States Fairvoy Private Wealth Full time

    About the RoleFairvoy Private Wealth is seeking a highly skilled and motivated individual to join its team as a Client Relationship Specialist. This role is a key point of contact for prospective and existing clients and involves overseeing daily operational work for the team.Key ResponsibilitiesClient Service: Participate in projects and tasks to support...

  • Client Service Associate

    2 days ago

    Birmingham, Alabama, United States RFG Advisory Full time

    Job SummaryRFG Advisory is seeking a highly organized and detail-oriented Client Service Associate to support our Financial Advisors in delivering exceptional client experiences. As a key member of our team, you will play a vital role in providing comprehensive operational support, collaborating with advisors to create operational efficiencies, and...

  • Wealth Management Client Support Specialist

    3 weeks ago

    Birmingham, Alabama, United States RFG Advisory Full time

    Position Type: Full-time Overview: Are you a proactive individual with a keen eye for detail? If you excel in a structured environment that prioritizes quality and precision, the role of Client Service Associate at RFG Advisory could be your next career step. RFG Advisory is dedicated to offering extensive support to independent financial advisors,...

  • Wealth Strategist

    5 days ago

    Birmingham, Alabama, United States Regions Bank Full time

    Job DescriptionAt Regions Bank, we are seeking a highly skilled Wealth Strategist to join our team. As a key member of our Private Wealth Management group, you will play a critical role in providing strategic guidance to our high net worth clients and prospects.Key ResponsibilitiesDevelop and implement comprehensive wealth plans that address the unique needs...

  • Senior Financial Advisor

    7 days ago

    Birmingham, Alabama, United States Farther LLC Full time

    {"title": "Senior Financial Advisor", "content": "Unlock Your Potential as a Senior Financial AdvisorAt Farther LLC, we're on a mission to revolutionize the wealth management industry. As a Senior Financial Advisor, you'll be at the forefront of this movement, working with a talented team to deliver exceptional results for our clients.As a pioneering member...

  • Wealth Management Client Support Specialist

    3 weeks ago

    Birmingham, Alabama, United States RFG Advisory Full time

    Are you a proactive individual with a passion for delivering exceptional service? If you excel in a detail-oriented environment and appreciate the value of ongoing training, the role of Client Service Associate at RFG Advisory could be your next career step.About RFG Advisory: We are dedicated to empowering independent financial advisors, enhancing their...

  • Wealth Management Client Support Specialist

    3 weeks ago

    Birmingham, Alabama, United States RFG Advisory Full time

    Position Type: Full-time Overview:Are you someone who excels in a fast-paced environment and values precision and quality? The role of Client Service Associate at RFG Advisory may align perfectly with your career aspirations. At RFG Advisory, we are dedicated to offering extensive support to our independent financial advisors, empowering them to enhance...

  • Client Solutions Team Lead in Wealth Management

    3 weeks ago

    Birmingham, Alabama, United States Regions Bank Full time

    Thank you for considering a career opportunity with Regions Bank. At Regions, we recognize that our associates deserve more than just a job; we provide a performance-driven environment where individuals can cultivate their careers and anticipate greater opportunities. If you are results-oriented, committed to excellence, and possess the determination to...

  • Wealth Management Client Support Specialist

    3 weeks ago

    Birmingham, Alabama, United States RFG Advisory Full time

    Job Type: Full-timeDescription: Are you someone who thrives in a fast-paced environment? Do you excel in a role that demands precision and high-quality standards? If you are seeking a position that offers extensive training opportunities to enhance your skills and confidence, the Client Service Associate role at RFG Advisory may be the perfect fit for you.At...

  • Private Client Financial Advisor

    1 week ago

    Birmingham, Alabama, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Private Client Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing tailored financial advice and solutions to our clients.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong relationships with existing and prospective...

  • In Force Procurement Coordinator, HCB

    3 weeks ago

    Birmingham, Alabama, United States Advisor Group Full time

    Advisor Group CareersDynamic Role in Sales Operations within the Insurance IndustryIn Force Procurement Coordinator Position at Advisor GroupLocation: Remote Opportunities AvailableEmployment Type: Full-timeOverview:The In Force Procurement Coordinator at Advisor Group serves as the key liaison for Sales teams and Sales Support in obtaining In Force...

  • Wealth Management Consultant

    3 weeks ago

    Birmingham, Alabama, United States MassMutual Perimeter Full time

    Job OverviewEmpowering families to achieve enduring financial security while creating your own legacy.As individuals, we possess a fundamental desire for safety and stability. It can be argued that our happiness is intertwined with this need. We believe that financial tranquility is the cornerstone of resilient families and thriving communities.If your...

  • Senior Financial Consultant at Merrill

    3 weeks ago

    Birmingham, Alabama, United States Bank of America Full time

    Position Overview:The Senior Financial Consultant role at Merrill offers an exceptional opportunity to join a premier wealth management firm dedicated to delivering comprehensive financial solutions to individuals and institutions.About Merrill Wealth Management:Merrill Wealth Management stands as a leader in providing extensive wealth management and...

  • Insurance Sales and Operations Specialist

    2 weeks ago

    Birmingham, Alabama, United States Advisor Group Full time

    About the RoleWe are seeking a highly skilled and experienced Insurance Sales and Operations Specialist to join our team at Advisor Group. As a Sr. Advisor Consultant, you will be responsible for driving sales growth and developing strategic relationships with key stakeholders in the insurance industry.Key ResponsibilitiesProspect and Develop New Business...

  • Client Investment Consultant

    3 weeks ago

    Birmingham, Alabama, United States CFA Institute Full time

    About the Role: At CFA Institute, we prioritize customized guidance, individualized experiences, and forward-thinking solutions to assist clients in navigating their financial journeys. In this position, you will enhance client relationships by collaborating with colleagues across various sectors, including banking, lending, and investment services, to...

Private Wealth Management Trust Advisor

4 months ago

Birmingham, Alabama, United States Regions Full time

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, IRA and Investment Management client relationships. Responsibilities include prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible for retaining and providing advisory services and support to their existing client relationships. Currently, they are responsible for the complete administration of each account they are assigned.

Primary Responsibilities

  • Performs perpetual discovery, assessing 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 on-going 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 set-up, implementation and administration of trusts, estates, IRAs, IMAs, and custody accounts. The Trust Support Administrator is in initial deployment beginning with Administrative reviews. More Administrative tasks will be added over the next 18 months.
  • 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; may receive guidance from senior trust advisors and Fiduciary Support managers on more complex accounts or products

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

  • 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 d irect 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).
  • 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 nine (9) years of relevant experience may also qualify

Preferences

  • 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 C ertified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)

Skills and Competencies

  • Ability to interpret and present complex topics in a concise and effective manner
  • Ability to manage multiple goals and deadlines
  • Demonstrated confidence in delivering and explaining solutions with a high degree of influence
  • Excellent oral, written and organizational skills
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Proficient presentation and sales skills
  • Strong analytical and problem-solving skills, including attention to detail

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$78,954.40 USD

50th Percentile:

$112,120.00 USD

Incentive Pay Plans:

This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Opportunity to participate in the Long Term Incentive Plan.Location:Birmingham, Alabama

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.