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Financial Consultant Wealth Management

Senior Private Wealth Trust Advisor | CPA​/CTFA

Job in Tyler, Smith County, Texas, 75701, USA
Listing for: Regions Bank
Full Time position
Listed on 2026-05-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Private Wealth Management Trust Advisor in Tyler, Texas. The role involves acquiring and managing Personal Trust, Estate, and Investment Management client relationships, and providing advisory services to existing clients. Candidates should possess a bachelor’s degree and extensive experience in Trust Administration or relevant fields. Knowledge of trust principles is crucial. The position offers a full-time contract, significant incentive potential, and numerous benefits including health and retirement plans.
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Position Requirements
10+ Years work experience
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