Senior Wealth Advisor - Portfolio Design & Client Growth

Texas Regional Bank; San Antonio (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Texas Regional Bank seeks a Senior Advisor for Trust & Wealth Management to lead client relationships and design, implement, and monitor long-term investment portfolios in the Fredericksburg area and Hill Country region. This role collaborates with bankers, Trust Officers, and the wealth management team to deliver tailored wealth solutions.

The ideal candidate has 10+ years in client-facing asset/wealth management, strong communication skills, and a passion for investments and financial

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.
• Clean Form U4 without regulatory disclosures, client complaints, arbitrations or disclosable settlements.
• Series 65 license or must be obtained within 60 days of hire.
• CFA, CFP or progress toward designation preferred.
• Self-starter with ability to plan, execute and follow through with minimal supervision.
• Ability to discuss complex solutions in simple terms.

Responsibilities

• Partner with bankers, Trust Officers and broader 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 and review portfolios with clients regularly.
• Serve as analytical resource to wealth management team, including equity, fixed income and alternatives research and manager selection.
• Handle sensitive, confidential information with discretion.
• Educate and communicate investment information to banking clients with investment needs.

Skills

Client Relationships

Portfolio Design

Investment Knowledge

Communication Skills

Team Collaboration

Discretion

Self-starter

Leadership

Education

Bachelor's degree in business/finance/economics or related field

Series 65 license

Tools

Microsoft Office Suite

Job description

Texas Regional Bank seeks a Senior Advisor for Trust & Wealth Management to lead client relationships and design, implement, and monitor long-term investment portfolios in the Fredericksburg area and Hill Country region. This role collaborates with bankers, Trust Officers, and the wealth management team to deliver tailored wealth solutions.

The ideal candidate has 10+ years in client-facing asset/wealth management, strong communication skills, and a passion for investments and financial