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Summary
About the Role
About You
- Bachelor's degree and a minimum of 13 years' relevant industry experience working with high net worth and ultra-high net worth individuals.
- Extensive experience with family business and succession planning, philanthropic planning, and estate and gift tax management.
- JD (Juris Doctor) or Master of Laws (LLM) degree or Master's degree in Business Administration (MBA).
- Certified Public Accountant (CPA) or Certified Financial Planner (CFP).
- Minimum of 5 years' prior management or leadership experience.
Cadence Bank (NYSE: CADE) is a leading regional banking franchise with more than $50 billion in assets and over 350 branch locations across the South and Texas. Cadence provides consumers, businesses and corporations with a full range of innovative banking and financial solutions. Services and products include consumer banking, consumer loans, mortgages, home equity lines and loans, credit cards, commercial and business banking, treasury management, specialized lending, asset-based lending, commercial real estate, equipment financing, correspondent banking, SBA lending, foreign exchange, wealth management, investment and trust services, financial planning and retirement plan management. Cadence is committed to a culture of respect, diversity and inclusion in both its workplace and communities. Member FDIC | Equal Housing Lender | Equal Opportunity Employer | NMLS #410279 Insurance and Investments products are: Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by the bank • May go down in value. We moderate this page and reserve the right to remove inappropriate or potentially offensive comments or posts.