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Associate Wealth Advisor: Holistic Financial Planning
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-07-08
Listing for:
Texas Regional Bank
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below
Texas Regional Bank is looking for an Associate Client Advisor to join its Trust & Wealth Management team in Houston, TX. The role involves developing holistic financial plans for high-net-worth clients and requires strong analytical skills and a commitment to client service.
The successful candidate will have a Bachelor’s degree in business or finance, at least 2 years of experience in financial roles, and will be expected to contribute to various financial planning processes. Knowledge of investment and financial markets is essential, along with a proactive approach to client relations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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