Senior Wealth Advisor, Trust & Investments (Boerne)

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

Job summary

Texas Regional Bank in Boerne, TX is seeking a Senior Advisor in Trust & Wealth Management to design, implement and monitor long‑term investment portfolios for clients in the Boerne area.

You will partner with bankers and the client service team to grow relationships, manage discretionary portfolios and provide investment guidance across equities, fixed income and alternatives.

This on‑site role requires a 10+ year track record and relevant licenses.

Qualifications

• Bachelor’s degree in business, finance, economics or related field.
• 10+ years’ experience in a client-facing role in asset/wealth management.
• CFA, CFP or progress toward designation preferred.
• Series 65 license required, or must be obtained within 60 days of hire.
• Must have a clean Form U4 without regulatory disclosures, client complaints, arbitrations or disclosable settlements.
• Self-starter with ability to plan, execute and follow through with minimal supervision.

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 the context of appropriate investment objectives and portfolio allocations
• Monitor investment performance and asset allocation and review portfolios with clients regularly
• Serve as an analytical resource to the wealth management team, to include equity, fixed income and alternative research and manager selection
• Handle sensitive, confidential, proprietary information with discretion
• Build relationships with bank branch employees to educate and communicate investment information in support of banking clients with investment needs

Skills

Client relationship management

Communication skills

Self-starter

Team player

Leadership

Education

Bachelor’s degree in business/finance/economics

CFA/CFP or progress toward designation

Tools

Microsoft Office

Job description

Texas Regional Bank in Boerne, TX is seeking a Senior Advisor in Trust & Wealth Management to design, implement and monitor long‑term investment portfolios for clients in the Boerne area.

You will partner with bankers and the client service team to grow relationships, manage discretionary portfolios and provide investment guidance across equities, fixed income and alternatives.

This on‑site role requires a 10+ year track record and relevant licenses.