• Private Wealth Strategist - JD/CPA

    Regions Bank (Birmingham, AL)
    …goals. The PWS leads the wealth planning client experience for the PWM 's wealth management team. **Primary Responsibilities** + Provides independent, ... strategy-based planning approach to Regions Private Wealth Management clients and prospects + Leverages advanced technical expertise regarding wealth planning issues… more
    Regions Bank (11/19/24)
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