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
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.
The Senior Wealth Advisor, Trust & Portfolio Strategy position in the Finance field is open for applications.
The following position is for a Senior Wealth Advisor, Trust & Portfolio Strategy with Texas Regional Bank.
Our organisation is growing, and we are hiring a Senior Wealth Advisor, Trust & Portfolio Strategy in Fredericksburg, TX, United States.
This position is for the Senior Wealth Advisor, Trust & Portfolio Strategy role at Texas Regional Bank.
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