Skip to main content
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).

Matching similar jobs

Level

Lead L6

Location

San Antonio, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

10 days ago

APPLY NOW (opens in a new tab)