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Private Wealth Trust Advisor; JD​/LLM​/CPA, CTFA

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Regions Financial Corporation
Full Time position
Listed on 2025-12-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Private Wealth Trust Advisor (JD/LLM/CPA, CTFA)
A prominent financial services company is seeking a Private Wealth Management Trust Advisor in Houston, Texas. The role involves acquiring and managing client relationships for Personal Trust, Estate and Investment Management. Ideal candidates will have a bachelor's degree in a relevant field and three years of experience in trust administration or financial planning. Strong communication skills and proficiency in Microsoft Office are a must.

Competitive compensation and incentive pay plans are offered.
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