Senior Wealth Advisor, Trust & Portfolio Management

Texas Regional Bank; San Antonio (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Texas Regional Bank is seeking a Senior Advisor in Trust & Wealth Management, based in San Antonio or nearby Hill Country. You will lead client relationships, design discretionary portfolios, monitor performance, and collaborate with bankers and trust officers to grow the wealth management business.

The role requires a bachelor’s degree, 10+ years in client-facing wealth management, and licensing progress (Series 65 preferred or to be obtained within 60 days).

Qualifications

• A bachelor's degree in business, finance, economics or related field is required.
• 10+ years of client-facing experience in asset/wealth management.
• Strong passion for investments, markets and client outcomes.
• Knowledge of wealth management, portfolio construction, trusts and financial planning.
• Excellent interpersonal and communication skills for diverse stakeholders.
• Form U4 clean of disclosures; Series 65 or obtain within 60 days.

Responsibilities

• Partner with bankers and trust officers to initiate and strengthen client relationships.
• Design and manage discretionary portfolios aligned with objectives and allocations.
• Monitor performance and asset allocation; review portfolios with clients.
• Provide research support across equity, fixed income, and alternatives.
• Communicate complex solutions clearly; educate branch staff on investment topics.
• Be the point of contact for wealth management clients in San Antonio and Hill Country.

Skills

Client relationships

Portfolio design

Investment knowledge

Communication skills

Leadership

Team collaboration

Financial planning

Microsoft Office

Education

Bachelor's degree

Series 65 license

CFA/CFP in progress

Tools

Excel

Job description

Texas Regional Bank is seeking a Senior Advisor in Trust & Wealth Management, based in San Antonio or nearby Hill Country. You will lead client relationships, design discretionary portfolios, monitor performance, and collaborate with bankers and trust officers to grow the wealth management business.

The role requires a bachelor’s degree, 10+ years in client-facing wealth management, and licensing progress (Series 65 preferred or to be obtained within 60 days).