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About 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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