Private Client Advisor

Texas Capital; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Wellness program

Fertility & family building aid

Life and disability insurance

401K match

Paid leave

Paid holidays

PTO

Job summary

Texas Capital Bank seeks an experienced wealth management professional to generate new clients and manage the ongoing client experience, coordinating with investment advisor, wealth strategist, financial planner, trust administrator, and banking advisor to deliver an integrated wealth solution.

You will remain the relationship manager for a defined portfolio, acting as chief client strategist to align the client plan with the team, while developing insights to recommend solutions.

Qualifications

• Minimum eight years relevant banking experience; five years in private banking preferred.
• Bachelor’s degree in finance, economics, accounting or related field.
• MBA, CFA or CFP preferred.
• Experience providing complex investment solutions to affluent or high net worth individuals or families.
• Prior sales experience.
• Ability to collaborate with and positively influence team members.
• Strong communications skills and experience creating and delivering presentations and written materials.

Responsibilities

• Leverages team specialists to provide interdisciplinary wealth management solutions.
• Generate new clients and manage the ongoing client experience with available resources.
• Serve as the ongoing relationship manager for a client portfolio.
• Act as chief client strategist coordinating client communication and execution of the plan.
• Develop perspective to proactively select and recommend solutions.
• Demonstrate understanding of investments, banking, mortgage, planning and trust concepts.
• Prospect for COIs and engage internal colleagues.
• Operate in a collaborative, team-based environment and mentor juniors.

Skills

Client relationship management

Collaborative mindset

Strong communication

Presentation & written materials

Education

Bachelor's degree in finance/economics/accounting

MBA, CFA or CFP

Job description

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long‑term objectives. At Texas Capital, we do more than build business success. We build long‑lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas‑Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Responsibilities

• Leverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management.
• Primarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.
• Remain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience
• Perform the role of chief client strategist by coordinating the team’s ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.
• Develop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.
• Demonstrate a high‑level understanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities
• Demonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.
• Operate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.

Qualifications

• Minimum eight years relevant banking experience required with at least five years in private banking preferred
• Required: Bachelor’s degree in finance, economics, accounting or related field
• Preferred: MBA, CFA or CFP
• Prior experience providing complex investment solutions to affluent or high net worth individuals or families
• Prior sales experience required
• Ability to collaborate with and positively influence team members
• Strong communications skills and experience creating and delivering presentations and written materials

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.