Private Client Advisor

Texas Capital; Georgia; On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness program

Fertility and family building aids

Life and disability insurance

Retirement savings with 401K match

Paid leave programs

Paid holidays

Paid time off (PTO)

Job summary

Texas Capital seeks an experienced private banking professional to generate new clients and manage an ongoing portfolio with a team of specialists. You will coordinate the client plan and provide interdisciplinary wealth management solutions across investments, banking, mortgage, and trust concepts.

Leverage COIs and community networks to grow business, while delivering an extraordinary client experience and mentoring junior team members in a collaborative environment.

Qualifications

• Bachelor’s degree in finance, economics, accounting or related field.
• MBA, CFA or CFP preferred.
• Minimum seven years experience in financial services; five years in Private Banking.
• Experience providing complex investment solutions to affluent clients.

Responsibilities

• Generate new clients and manage ongoing client experience using available resources to deliver wealth management solutions.
• Remain the ongoing relationship manager for a portfolio of clients and ensure an extraordinary experience.
• Coordinate team communication with clients and execute the client plan with subject-matter experts.
• Develop perspective on client situations to propose solutions that meet objectives.
• Demonstrate understanding of investments, banking, mortgage, planning and trust concepts.
• Maintain prospecting across COIs, associations, and community activities and collaborate with commercial colleagues.
• Operate in a team-based environment and support junior team members and client service staff.

Skills

Relationship management

Prospecting

Team collaboration

Strong communication

Education

Bachelor’s degree in finance, economics, accounting or related field

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.

• 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
• 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 7 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
• Minimum seven years experience in financial services; five years in Private Banking
• Prior experience providing complex investment solutions to affluent or high net worth individuals or families
• Prior sales experience preferred
• Ability to collaborate with and positively influence team members
• Strong communications skills and experience creating and delivering presentations and written materials

Texas Capital is an Equal Opportunity Employer.