Private Wealth Strategist - JD/CPA
Regions Bank
281d•$131,993 - $210,450
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About The Position
At Regions, the Private Wealth Strategist (PWS) provides current and prospective high and ultra-high net worth Private Wealth clients and prospects an in-depth strategic analysis to assist them in fulfilling their retirement, estate, business succession, and other financial goals. The PWS leads the wealth planning client experience for the PWM’s wealth management team.
