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Senior Private Wealth Trust Advisor; JD, CPA, CTFA
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-04
Listing for:
Regions Financial Corporation
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
Regions Financial Corporation is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role focuses on acquiring personal trust and investment management client relationships, retaining clients, and providing comprehensive administration of accounts.
The ideal candidate will have a Bachelor’s degree and at least eight years of relevant experience. Strong knowledge of trust principles and tax matters is essential. This position offers a full-time schedule with a flexible benefits package and incentive eligibility.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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