Wealth Management Trust Consultant

3 weeks ago


Lufkin, Texas, 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 offer a performance-driven environment where individuals can cultivate their careers and explore numerous opportunities. If you are results-oriented, committed to excellence, and possess the determination to succeed, we invite you to explore our offerings.

Position Overview:
As a Wealth Management Trust Consultant at Regions, you will play a crucial role in acquiring and managing Personal Trust, Estate, IRA, and Investment Management client relationships. Your responsibilities will encompass prospecting and developing both internal and external business networks to generate new business opportunities, alongside participating in sales presentations. Furthermore, you will be tasked with retaining and providing advisory services to existing clients.

Key Responsibilities:
  • Conduct ongoing assessments of clients' financial situations to enhance and expand client relationships.
  • Offer strategic guidance and solutions for the development and maintenance of complex investment allocations, goals, and objectives, typically managing large and intricate client portfolios.
  • Continuously identify and generate significant new business opportunities.
  • Stay informed about trends and developments in the trust and investment management sectors to ensure effective administration and management.
  • Collaborate with Trust Administrators to oversee the establishment, implementation, and management of trusts, estates, IRAs, IMAs, and custody accounts.
  • Ensure compliance with fiduciary principles in account administration.
  • Coordinate client service activities with other wealth management professionals.
  • Provide mentorship and coaching to junior trust advisors.
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Compensation and Benefits:
Regions offers a competitive compensation package that is reflective of the market and individual performance. The benefits package is flexible and comprehensive, recognizing that one size does not fit all.
  • 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
We are committed to fostering an inclusive environment that values the unique perspectives of all individuals, enabling everyone to perform at their best.

Equal Opportunity Employer:
Regions Bank is an Equal Opportunity Employer, committed to diversity and inclusion in the workplace.

  • Lufkin, Texas, United States National Property Management Associates, Inc. Full time

    Lead Maintenance TechnicianWe are seeking a highly skilled and experienced Lead Maintenance Technician to join our team at Colony Apartments. As a key member of our maintenance team, you will be responsible for ensuring the overall maintenance and upkeep of our 128-unit residential community.Key Responsibilities:Survey buildings and repair mechanical systems...


  • Lufkin, Texas, United States Hiring Winners Full time

    Automotive Sales Consultant - Hiring Winners Transform your enthusiasm for sales into a rewarding career! If you thrive in a dynamic, high-energy sales atmosphere, then Hiring Winners is looking for you. We are in search of driven, results-oriented sales professionals for both new and pre-owned vehicles. In this role, you will guide clients through the...


  • Lufkin, Texas, United States Navigate Power & Verde Solutions Full time

    About Navigate Power & Verde SolutionsWe are a leading provider of full-service energy consulting solutions for commercial and industrial businesses. Our mission is to help businesses navigate the complex energy landscape and achieve their energy goals.Job SummaryWe are seeking a highly motivated and experienced Energy Solutions Specialist to join our team....


  • Lufkin, Texas, United States Townsquare Media Full time

    Job OverviewAudio Production Manager - Townsquare MediaTownsquare Media is in search of a dedicated audio production manager to oversee our production team. The ideal candidate will possess substantial experience in radio and audio production.We seek an individual who is passionate about crafting engaging commercial scripts that resonate with audiences and...


  • Lufkin, Texas, United States Townsquare Media Full time

    Job OverviewAudio Production Manager - Townsquare MediaTownsquare Media is on the lookout for a dedicated audio production manager/producer. The ideal candidate will possess extensive experience in radio and audio production.We seek an individual who is passionate about crafting engaging commercial scripts that narrate compelling stories and achieve...


  • Lufkin, Texas, United States Community Health System Full time

    Community Health System is seeking a dedicated Pulmonary Medicine: Critical Care or Pulmonary/Critical Care Intensivist. Position Overview: Combination of inpatient and outpatient responsibilities, with telemedicine options available (bronchoscopy procedures required) Employed position Open to applications from seasoned professionals Anticipated...

  • Registered Nurse

    3 weeks ago


    Lufkin, Texas, United States Genie Healthcare Full time

    Genie Healthcare is currently seeking a skilled travel nurse RN specializing in Telemetry for an exciting travel nursing opportunity.Position OverviewSpecialty: TelemetryDiscipline: RNDuration: 13 weeksHours: 36 hours per weekShift: 12-hour daysEmployment Type: TravelThis role involves caring for patients with common diagnoses such as congestive heart...


  • Lufkin, Texas, United States Enhabit Inc Full time

    About Enhabit Home Health & HospiceWe are a national leader in home-based care, consistently ranked as one of the best places to work in the country. Our mission is to expand what's possible for patient care in the home, while fostering a unique culture that is both innovative and collaborative.Our Commitment to Our EmployeesWe believe in investing in our...


  • Lufkin, Texas, United States Woodland Heights Medical Center Full time

    Position OverviewWe are seeking a dedicated Financial Services Advisor to join our team at Woodland Heights Medical Center. This role requires a minimum of two years of experience in general medical and/or hospital patient registration.QualificationsA background in patient financial counseling and/or insurance verification is advantageous, though not...


  • Lufkin, Texas, United States CRH Full time

    Job ID: 500789 Texas Materials, A CRH company, is a leading supplier of aggregates, asphalt, ready mixed concrete, and paving and construction services in Texas. Our focus is to provide quality products and reliable customer service with a safety-first mindset. We consider our employees our greatest strength and we make it our priority to invest in their...


  • Lufkin, Texas, United States LHC Group Full time

    Join Our Team as a Scheduling CoordinatorWe are seeking a dedicated full-time Scheduling Coordinator to support our operations at LHC Group.Compensation:$17 to $19 per hourAt LHC Group, we foster a culture of compassion, inclusivity, and trust, which leads to meaningful relationships and a positive work environment.Key Responsibilities:Manage and optimize...


  • Lufkin, Texas, United States Optum Full time

    About the RoleWe are seeking a highly skilled and compassionate Advanced Practice Clinician to join our team at Optum. As a CareCoach Connect Advanced Practice Clinician, you will play a vital role in providing high-quality, patient-centered care to our Medicare-aged patients in the comfort of their own homes.Key ResponsibilitiesConduct home visits and...


  • Lufkin, Texas, United States Jeremy Branske - State Farm Agent Full time

    Job OverviewJeremy Branske - State Farm Agent is seeking a highly motivated and career-oriented professional to join their team as an Insurance Account Representative. As a key member of the team, you will play a crucial role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life...


  • Lufkin, Texas, United States Optum Full time

    About the RoleWe are seeking a highly skilled and compassionate Advanced Practice Clinician to join our team at Optum. As a CareCoach Connect Advanced Practice Clinician, you will play a vital role in providing high-quality, patient-centered care to our Medicare-aged patients in the comfort of their own homes.Key ResponsibilitiesConduct home visits and...

  • Registered Nurse

    2 weeks ago


    Lufkin, Texas, United States GLC on the GO Full time

    Position Overview:GLC on the GO is actively seeking a skilled Medical Surgical/Telemetry Registered Nurse for an exciting travel nursing opportunity.Shift Details:3x12 hour shiftsCompensation:Competitive weekly payAbout GLC on the GO:GLC Group is dedicated to transforming the ordinary into the extraordinary. We pride ourselves on our commitment to...


  • Lufkin, Texas, United States AMN Healthcare Full time

    Job Overview & Requirements Inpatient Care Physician Available Shifts: Regular Pay Rate: $179.95 This medical facility is in need of an Inpatient Care Physician to provide locum tenens support as they seek to address a pressing requirement. Details & requirements for this opportunity include: Schedule: 7a-7p, 7p-7aWork Environment: GeneralTypes of Cases:...


  • Lufkin, Texas, United States Independent Insurance Agents of Texas (IIAT) Full time

    About the Role:As an Insurance Sales Agent Partner with Independent Insurance Agents of Texas (IIAT), you will have the opportunity to build a successful career in the insurance industry. This role is ideal for highly motivated and sales-driven individuals who are looking to start or expand their career as an insurance sales agent.Key...


  • Lufkin, Texas, United States Curo Health Services Full time

    Advanced Practice Nurse - Palliative Care About Curo Health ServicesCuro Health Services is a leader in providing comprehensive hospice, palliative, and home health care, dedicated to enhancing the quality of life for patients and their families. Our mission is to support individuals facing serious illnesses by delivering compassionate care that addresses...


  • Lufkin, Texas, United States GLC on the GO Full time

    Position Overview:GLC on the GO is actively seeking a skilled Medical Surgical/Telemetry Registered Nurse for an exciting travel nursing opportunity.Shift Details:3x12 hour shiftsCompensation:Competitive weekly pay of $1692About GLC on the GO:Who We Are:At GLC Group, we are dedicated to transforming the ordinary into the extraordinary. Our ethos revolves...


  • Lufkin, Texas, United States Enliven Specialty Nursing of Texas Full time

    Company Overview: Enliven Specialty Nursing of Texas is dedicated to providing exceptional nursing care to patients in their homes and infusion centers.Position Summary: We are in search of a qualified Registered Nurse to deliver home infusion services and support patients in infusion centers. The ideal candidate should possess extensive nursing experience...