Senior Wealth Advisor, Trust & Portfolio Management
texas regional bankSan Antonio, TX
Senior Wealth Advisor, Trust & Portfolio Management
texas regional bankSan Antonio, TX
11 days ago
Industries
Portfolio Management and Investment AdviceCommercial BankingTrust, Fiduciary, and Custody ActivitiesAbout the role
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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JOB OVERVIEW
Experience level
Lead
Location
San Antonio, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
11 days ago
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