Senior Wealth Advisor - Trust & Portfolio Strategy
Job in
San Marcos, Hays County, Texas, 78667, 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 seeks a Trust & Wealth Management Senior Advisor based in San Marcos or the Texas Hill Country. You will partner with bankers and trust officers to design and monitor discretionary portfolios, communicate long‑term investment strategies to clients, and support existing relationships across the region.
This role requires a Bachelor’s degree, 10+ years in client‑facing asset/wealth management, and strong interpersonal skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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