Senior Wealth Advisor, Trust & Portfolio Management
texas regional bankSan Antonio, TX
Senior Wealth Advisor, Trust & Portfolio Management
texas regional bankSan Antonio, TXLead L6
Portfolio Management and Investment AdviceCommercial BankingTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Texas Regional Bank is seeking a Senior Advisor in Trust & Wealth Management, based in San Antonio or nearby Hill Country. You will lead client relationships, design discretionary portfolios, monitor performance, and collaborate with bankers and trust officers to grow the wealth management business.
The role requires a bachelor’s degree, 10+ years in client-facing wealth management, and licensing progress (Series 65 preferred or to be obtained within 60 days).
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Level
Lead L6
Location
San Antonio, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
10 days ago