Senior Wealth Advisor - Austin: Custom Portfolios & Impact
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
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.
As a Senior Wealth Advisor
- Austin:
Custom Portfolios & Impact, you will play an important part at Texas Regional Bank in Austin, TX, United States.
The Senior Wealth Advisor
- Austin:
Custom Portfolios & Impact role at Texas Regional Bank is now open for applications in Austin, TX, United States.
Join us at Texas Regional Bank as our next Senior Wealth Advisor
- Austin:
Custom Portfolios & Impact in Austin, TX, United States.
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