Senior Investment Advisor, Portfolio & Asset Allocation
Listed on 2026-10-08
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Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management, Financial Analyst
Santander in Houston seeks an experienced Investment Advisor to provide investment management and strategic asset allocation for high-net-worth clients under the Portfolio Advisory platform. You will work with the IPB team and support the sales force to maintain and grow advisory accounts, applying a multi-product approach across equities, fixed income, FX, derivatives, and alternatives.
The role requires 5–7 years of financial services experience, a Bachelor's degree, and CFA; fluency in
We would love to welcome a new Senior Investment Advisor, Portfolio & Asset Allocation to our team in Houston, TX, United States.
The Senior Investment Advisor, Portfolio & Asset Allocation position in the Finance field is open for applications.
We have an opening for a Senior Investment Advisor, Portfolio & Asset Allocation in Houston, TX, United States within Finance.
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