Senior Private Wealth Advisor - Client & Strategy
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-06-11
Listing for:
Mercantil Commerce Bank
Full Time
position Listed on 2026-06-11
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Mercantil Commerce Bank in Houston, Texas is seeking an experienced investment professional to manage client portfolios and provide comprehensive investment planning. The role requires a strong understanding of fiduciary law, investment strategies, and Salesforce.
Ideal candidates will have a Bachelor’s degree in Finance or Economics, with 7+ years of experience in wealth management and excellent communication skills. This position offers employer-sponsored health benefits, a 401(k), and opportunities for career development.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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