Nashville or Dallas or Summerville or Sarasota
Senior Wealth Strategist
Job details
- Location
- Nashville or Dallas or Summerville or Sarasota
- Work type
- Onsite
- Posted
- Sep 25, 2026
- Apply on
- recruitingbypaycor.com
About this role
Bachelor's degree or equivalent experience; CPA, JD, or CTFA preferred; ability to advise on complex estate structures, strong communication and negotiation skills; U.S. work authorization without sponsorship.
What you'll do at The Preferred Legacy National Trust Bank:
- managing client relationships
- generating new business
- administering trust accounts
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