Trust & Wealth Advisor - Incentive Eligible (CTFA/CPA)

Regions Bank

Montgomery, AL

JOB DETAILS
SKILLS
Certified Public Accountant (CPA), Customer Relationship Management (CRM), Customer Support/Service, Employee Benefits, Investment Management, Private Wealth Management, Sales Prospecting
LOCATION
Montgomery, AL
POSTED
2 days ago

Regions Financial Corporation is seeking a Private Wealth Management Trust Advisor in Montgomery, Alabama. This role includes acquiring and managing Personal Trust, IRA, and Investment Management client relationships.You will be responsible for prospecting and providing advisory services to clients, alongside administering accounts. A Bachelor's degree and five years of relevant experience are required.The position offers a competitive salary and various employee benefits.#J-18808-Ljbffr

About the Company

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Regions Bank