- Regions Bank (Houston, TX)
- …the administration of trust accounts **Preferences** + Advanced degree (eg, Juris Doctorate ( JD ), Master of Laws (LLM), Certified Public Accountant (CPA), ... section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust… more
- Wells Fargo (Austin, TX)
- …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part...worth client relationships and portfolios + Experience with complex trust structures + JD and/or CTFA preferred… more