Regions
Indianapolis, Indiana
Private Wealth Management Trust Advisor
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Apply to Private Wealth Management Trust Advisor at RegionsJob details
- Location
- Indianapolis, Indiana
- Work type
- Onsite
- Compensation
- $90,732 - $123,820/yr
- Posted
- 2 weeks ago
- Apply on
- regions.wd5.myworkdayjobs.com
About this role
Bachelor's in business/finance/economics/accounting (or HS + 7 yrs experience), 5+ years trust/estate/financial planning experience, fiduciary knowledge, strong communication, and Microsoft Office proficiency.
What you'll do at Regions:
- acquiring clients
- managing accounts
- advising clients
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