Senior Wealth Advisor - Austin: Custom Portfolios & Impact
Job in
Austin, Travis County, Texas, 78716, USA
Listed on 2026-09-03
Listing for:
Texas Regional Bank
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Texas Regional Bank seeks a Senior Advisor, Trust & Wealth Management in Austin, TX. The role leads discretionary portfolio design, performance monitoring, and client lifecycle support, collaborating with bankers and wealth teams to grow client relationships.
The ideal candidate holds a Bachelor's degree in a related field, 10+ years in wealth management, and relevant licenses (Series 65) with a clean U4. CFA/CFP preferred; capable of leading with integrity across a dynamic team.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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