Private Wealth Trust Advisor | JD/CPA/CTFA, Incentives
Regions Bank
Regions Bank is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. The role focuses on acquiring and managing client relationships involving Personal Trust, IRAs, and Investment Management services. Responsibilities include assessing client financial situations, providing investment guidance, and generating new business opportunities. Ideal candidates will have a Bachelor's degree in a relevant field and at least eight years of experience in Trust Administration or Financial Planning. The position offers a competitive salary, incentive pay, and a comprehensive benefits package. #J-18808-Ljbffr Regions Bank
Vacancy posted 1 day ago
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