Senior Wealth Advisor - Austin: Custom Portfolios & Impact
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Finance & Banking
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.
We have an opening for a Senior Wealth Advisor
- Austin:
Custom Portfolios & Impact in Austin, TX, United States within Finance, Sales.
This posting is for the Senior Wealth Advisor
- Austin:
Custom Portfolios & Impact role at Texas Regional Bank, based in Austin, TX, United States.
We are looking to fill the Senior Wealth Advisor
- Austin:
Custom Portfolios & Impact position at Texas Regional Bank in Austin, TX, United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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