- Regions Bank (Orlando, FL)
- …their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the PWM 's wealth management ... of the system. **Job Description:** At Regions, the Private Wealth Strategist (PWS) provides current and prospective high and...+ Doctor of Jurisprudence degree (JD) + Certified Financial Planner (CFP(R)) + Master's of Law (LL.M.) **Skills and**… more