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Holistic Wealth Planner High-Net-Worth Clients
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-03
Listing for:
Texas Regional Bank
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Services
Job Description & How to Apply Below
Texas Regional Bank seeks an Associate Client Advisor to join their Trust & Wealth Management team in Houston. You will provide holistic financial planning for high-net-worth clients, collaborating closely with investment professionals. A strong emphasis on client service and attention to detail is required.
The ideal candidate holds a Bachelor's degree in business or finance, has at least two years of relevant experience, and is committed to obtaining the Certified Financial Planner (CFP) designation. Join a team where you can make a significant impact and help clients achieve their financial goals.
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