Senior Wealth Advisor: Custom Portfolios & Client Growth

Texas Regional Bank; Dallas (TX); On-site; USD 120,000 - 190,000; Full time

Job summary

Texas Regional Bank seeks an experienced Senior Advisor for TRB Trust & Wealth Management in the Dallas area. This role designs and monitors long-term investment portfolios, supports clients through the life cycle of relationships, and collaborates with area banking executives to develop new business.

The Senior Advisor serves as the first contact for wealth management clients across North Texas, supported by the team, with office locations across the metroplex.

Qualifications

• Bachelors degree required in business, finance, economics or related field.
• 10+ years7 experience in a client-facing role in asset/wealth management.
• CFA, CFP or progress toward designation preferred.
• Series 65 license required or to be obtained within 60 days of hire.

Responsibilities

• Partner with bankers, Trust Officers and Client Service Team to initiate, build and strengthen client relationships.
• Design and manage discretionary portfolios for clients within investment objectives and allocations.
• Monitor investment performance and asset allocation; review portfolios with clients regularly.
• Serve as analytical resource for wealth management team, including equity, fixed income and alternative research and manager selection.
• Handle sensitive, confidential information with discretion.
• Build relationships with bank branch employees to educate and communicate investment information.

Skills

Relationship management

Wealth management

Portfolio construction

Client-facing

Communication skills

Self-starter

MS Office

Series 65

Team player

Education

Bachelor27s degree

Tools

Microsoft Suite

Job description

Texas Regional Bank seeks an experienced Senior Advisor for TRB Trust & Wealth Management in the Dallas area. This role designs and monitors long-term investment portfolios, supports clients through the life cycle of relationships, and collaborates with area banking executives to develop new business.

The Senior Advisor serves as the first contact for wealth management clients across North Texas, supported by the team, with office locations across the metroplex.