Regions Financial
Private Wealth Management Trust Advisor - JD, CTFA, CPA
RoleFinance
LevelSenior
LocationMontgomery, Albania, United States
WorkOn-site
TypeFull-time
Posted1 month ago
About the role
Five (5) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and...
Required skills
Trust administration
Estate planning
Fiduciary services
Client relationship management
Financial planning
Tax awareness
About Regions Financial
Montgomery
Headquarters