Senior Wealth Advisor — Design & Grow Client Portfolios

Texas Regional Bank; San Antonio (TX); On-site; USD 110,000 - 190,000; Full time

Job summary

Texas Regional Bank is seeking a Senior Advisor in wealth management to design, implement, and monitor long-term investment portfolios for clients in the Fredericksburg area and Texas Hill Country. The role partners with bankers and trust officers to grow relationships and deliver strategic financial plans.

You will monitor performance, communicate complex strategies in plain terms, and act as a trusted resource across regions while ensuring regulatory compliance and professional leadership.

Qualifications

• Bachelor’s degree in business, finance, economics or related field.
• 10+ years’ experience in a client-facing role in asset/wealth management.
• Knowledge of wealth management including portfolio construction, investments, trusts and financial planning.

Responsibilities

• Partner with bankers and trust officers to initiate and strengthen client relationships.
• Design and manage discretionary portfolios for clients.
• Monitor investment performance and asset allocation with clients regularly.
• Provide analytical support across equity, fixed income and alternatives.

Skills

Client relations

Portfolio design

Investment research

Communication skills

Education

Bachelor’s degree

CFA/CFP preferred

Series 65 license

Tools

Microsoft Office

Job description

Texas Regional Bank is seeking a Senior Advisor in wealth management to design, implement, and monitor long-term investment portfolios for clients in the Fredericksburg area and Texas Hill Country. The role partners with bankers and trust officers to grow relationships and deliver strategic financial plans.

You will monitor performance, communicate complex strategies in plain terms, and act as a trusted resource across regions while ensuring regulatory compliance and professional leadership.