Private Wealth Management Trust Advisor

Welcome to Regions Financial Co., where we pride ourselves on providing exceptional financial solutions to our clients. We are currently seeking a dynamic and experienced Private Wealth Management Trust Advisor to join our team. This role is perfect for someone who is passionate about wealth management and has a strong background in trust services. As a Trust Advisor, you will work closely with high-net-worth individuals and families to help them achieve their financial goals and preserve their wealth for future generations. If you have a deep understanding of trust administration and a desire to provide personalized and comprehensive financial advice, we encourage you to apply. Join us in helping our clients build and protect their legacies.

1. Develop and maintain relationships with high-net-worth clients to understand their financial goals and objectives.
2. Provide personalized and comprehensive financial advice tailored to each client's unique needs.
3. Collaborate with other wealth management professionals to develop and implement customized trust and estate plans for clients.
4. Monitor and review client portfolios to ensure they are aligned with their financial goals and risk tolerance.
5. Communicate and educate clients on trust administration processes and services available to them.
6. Stay up-to-date on industry trends and changes in trust and estate laws to provide informed guidance to clients.
7. Manage and oversee the administration of trust accounts, including distributions, tax reporting, and compliance.
8. Review and analyze client financial information to identify potential opportunities for growth and risk management.
9. Act as a liaison between clients and internal teams, such as legal, tax, and investment professionals.
10. Maintain accurate and confidential client records and documentation.
11. Proactively identify and resolve any client issues or concerns in a timely and professional manner.
12. Participate in business development activities to grow the firm's client base.
13. Adhere to all regulatory and compliance guidelines and ethical standards.
14. Continuously seek opportunities to improve processes and enhance the client experience.
15. Represent the company and its values in a positive and professional manner at all times.

According to JobzMall, the average salary range for a Private Wealth Management Trust Advisor in Mobile, AL, USA is $85,000 - $120,000 per year. This can vary depending on the specific company, level of experience, and other factors. Some companies may offer additional bonuses and benefits as part of the total compensation package for this role.

Regions Financial Corporation is a bank holding company headquartered in the Regions Center in Birmingham, Alabama. The company provides retail banking and commercial banking, trust, stockbrokerage, and mortgage services.