About this role
Private Wealth Management Trust Advisor at Regions. Location: Indianapolis, Indiana, United States. Role: acquiring clients, managing accounts, advising clients Requirements: 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. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: ctfa, cfp, aif, cdfa, cws Commitment: Full Time Workplace: Onsite Languages: English