Senior Wealth Advisor, Trust & Portfolio Management
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-09-03
Listing for:
Texas Regional Bank
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Texas Regional Bank is seeking a Senior Advisor in Trust & Wealth Management, based in San Antonio or nearby Hill Country. You will lead client relationships, design discretionary portfolios, monitor performance, and collaborate with bankers and trust officers to grow the wealth management business.
The role requires a bachelor’s degree, 10+ years in client-facing wealth management, and licensing progress (Series 65 preferred or to be obtained within 60 days).
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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