Senior Wealth Advisor, Trust & Investment Strategy

Texas Regional Bank

Kerrville (TX)

On-site

USD 110,000 - 170,000

Full time

14 days+

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Job summary

Texas Regional Bank is seeking a Senior Advisor in Kerrville, TX to lead wealth management efforts and serve as the primary contact for clients across the Kerrville and Hill Country region. You will design, implement and monitor long-term investment portfolios while collaborating with bankers and trust teams to grow business.

The role requires a strong background in investments and portfolio construction, plus the ability to communicate complex strategies in clear terms.

Qualifications

Bachelor’s degree required in business, finance, economics or related field.
10+ years’ experience in a client-facing role in asset/wealth management.
Genuine passion for investments and client outcomes.
Knowledge of wealth management including portfolio construction, investments, trusts and financial planning.
Must have clean Form U4 without regulatory disclosures or pending issues.

Responsibilities

Partner with bankers and Trust Officers to initiate and grow client relationships.
Design and manage discretionary portfolios for clients.
Monitor investment performance and asset allocation with clients.
Provide analytical input on equity, fixed income and alternative investments.
Educate bank staff and clients about investment information to support banking relationships.
Comply with regulations and bank policies.
Perform other duties as assigned.