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Senior Wealth Advisor, Trust & Portfolio Strategy
Job in
Fredericksburg, Gillespie County, Texas, 78624, 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
Job Description & How to Apply Below
Texas Regional Bank seeks a Senior Advisor in Trust & Wealth Management based in Fredericksburg, TX. You will design, implement and monitor long-term investment portfolios, communicate with clients, and grow relationships across the Hill Country region.
Responsibilities include portfolio design, performance monitoring, and collaboration with bankers and trust officers to deliver tailored wealth management solutions while ensuring compliance with applicable regulations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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