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Financial Consultant Financial Services

Senior Trust Advisor & Wealth Solutions

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: Broadway Bank
Full Time position
Listed on 2026-06-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Broadway Bank in San Antonio, Texas, is seeking a Trust Advisor II to manage fiduciary relationships and ensure compliance with regulatory standards. The role requires 4+ years of fiduciary experience or relevant legal/financial planning background. Responsibilities include enhancing client relationships, executing client engagement strategies, and collaborating with bank partners. Strong communication skills and a 4-year degree in Business, Finance, or Accounting are essential.

The position offers a collaborative work environment and opportunities for career development.
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Position Requirements
10+ Years work experience
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