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Senior Wealth Advisor & Trust Officer

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: Broadway Bank
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Services
Job Description & How to Apply Below
A leading Texas bank is looking for a Wealth Advisor/Trust Officer III to manage fiduciary relationships, ensuring exceptional service for clients. The role requires 7 years of experience in fiduciary services and a strong understanding of accounting principles. Key responsibilities include overseeing client interactions, managing portfolios, and supervising associates. The ideal candidate will demonstrate leadership and problem-solving abilities, along with a dedication to client satisfaction.

Competitive benefits, including generous paid time off and retirement matching, are offered.
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Position Requirements
10+ Years work experience
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