Private Wealth Trust Advisor | JD/CPA/CTFA,
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-06-12
Listing for:
Regions Bank
Full Time
position Listed on 2026-06-12
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
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.
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