Private Wealth Management Associate Trust Advisor

1 week ago

Nashville, United States Regions Financial Full time

Job Title: Associate Trust AdvisorAt Regions, the Associate Trust Advisor, through the mentorship of a senior advisor, will build foundational skills, knowledge and expertise needed to further their advancement to an advisor role. The Associate Trust Advisor will focus on the administration and client servicing of an assigned book of business.This position is designed to prepare the Associate for the complexity of the traditional Trust Advisor role.Primary ResponsibilitiesEstablishes new client relationships in addition to providing advisory services and support to their existing, assigned client relationshipsAssigns accounts for administrationPartners with Trust Advisors, as a relationship management point of contact, delivering administrative support to key clientsExecutes client servicing requirementsConducts Annual Relationship Reviews for clientsPerforms perpetual discovery, assessing a client's financial situation to retain & grow the client relationshipCommunicates and delivers the Private Wealth Management mission and vision statementThis position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.This position is incentive eligible.RequirementsBachelor's degreeOne (1) year of Trust Administration, Estate/Tax Law, Financial Planning or relevant experiencePreferencesBasic knowledge of foundational trust principles and regulatory tax matters related to the administration of trust accountsSkills and CompetenciesProficient sales, negotiation, presentation & problem-solving skillsStrong verbal and written communication skillsPosition Type Full timeCompensation DetailsPay 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.Job Range TargetMinimum: $45,254.00 USDMedian: $67,160.00 USDIncentive 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.Benefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.Paid Vacation/Sick Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.Location DetailsLocation: Nashville, TennesseeEqual Opportunity Employer/including Disabled/Veterans

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