Senior Wealth Advisor - Austin: Custom Portfolios & Impact

Texas Regional Bank; Austin (TX); On-site; USD 130,000 - 190,000; Full time

Job summary

Texas Regional Bank seeks a Senior Advisor, Trust & Wealth Management in Austin, TX. The role leads discretionary portfolio design, performance monitoring, and client lifecycle support, collaborating with bankers and wealth teams to grow client relationships.

The ideal candidate holds a Bachelor's degree in a related field, 10+ years in wealth management, and relevant licenses (Series 65) with a clean U4. CFA/CFP preferred; capable of leading with integrity across a dynamic team.

Qualifications

• Bachelor’s degree required in business, finance, economics or related field.
• 10+ years’ client-facing experience in asset/wealth management.
• CFA, CFP or progress toward designation preferred.
• Series 65 license required or must be obtained within 60 days of hire.
• Clean Form U4 with no regulatory disclosures.

Responsibilities

• Design and manage discretionary portfolios for clients within investment objectives.
• Monitor performance and asset allocation; review portfolios with clients.
• Partner with bankers and wealth team to grow client relationships.
• Educate bankers and clients on investment information and portfolios.
• Serve as the primary contact for wealth clients in Austin and Hill Country.

Skills

Client relationship management

Investment strategy

Portfolio monitoring

Communication with clients

Team collaboration

Education

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

Tools

Microsoft Office

Job description

Texas Regional Bank seeks a Senior Advisor, Trust & Wealth Management in Austin, TX. The role leads discretionary portfolio design, performance monitoring, and client lifecycle support, collaborating with bankers and wealth teams to grow client relationships.

The ideal candidate holds a Bachelor's degree in a related field, 10+ years in wealth management, and relevant licenses (Series 65) with a clean U4. CFA/CFP preferred; capable of leading with integrity across a dynamic team.