About this role
Institutional Wealth Trust Strategist at Simmonsbank. Location: Dallas or Fort Worth. Role: administers accounts, supports sales, manages staff Requirements: Manage institutional accounts, support wealth management, ensure compliance, grow client base, and lead staff. Category: Finance and Accounting Seniority: Mid Level Tools: MS Word, Excel, Outlook Certifications: aba trust, cpa, cfp Commitment: Full Time Workplace: Onsite Languages: English