Senior Wealth Advisor — Trust & Portfolio Strategy
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant, Financial Sales
Texas Regional Bank seeks a Senior Advisor in Dallas, TX to design, implement and monitor long-term investment portfolios for high-net-worth clients. You will work with bankers, trust officers and clients to grow relationships and deliver tailored financial strategies.
You should have a Bachelor's degree, 10+ years in wealth management, Series 65, and professional credentials (CFA/ CFP preferred). The role requires on-site presence and strong communication skills.
This role, Senior Wealth Advisor — Trust & Portfolio Strategy at Texas Regional Bank, could be your next opportunity.
This is a great opportunity to take on the Senior Wealth Advisor — Trust & Portfolio Strategy role at Texas Regional Bank.
As a Senior Wealth Advisor — Trust & Portfolio Strategy, you will play an important part at Texas Regional Bank in Dallas, TX, United States.
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