Senior Wealth Advisor — Trust & Portfolio Strategy

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

Job summary

Texas Regional Bank seeks a Senior Advisor in Dallas, TX to design, implement and monitor long-term investment portfolios for high-net-worth clients. You will work with bankers, trust officers and clients to grow relationships and deliver tailored financial strategies.

You should have a Bachelor's degree, 10+ years in wealth management, Series 65, and professional credentials (CFA/ CFP preferred). The role requires on-site presence and strong communication skills.

Qualifications

• Bachelor's degree required in business, finance, economics or related field.
• 10+ years in a client-facing wealth management role.
• CFA, CFP or progress toward designation preferred.
• Series 65 license required or within 60 days of hire.
• Must have a clean Form U4 without regulatory disclosures, client complaints, arbitrations or disclosable settlements.
• Proficient with Microsoft Office products.

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
• Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures
• Comply with federal and state regulations as well as all established Bank policies and procedures.
• Other duties as assigned

Skills

Client relationship management

Investment knowledge

Communication skills

Leadership

Team collaboration

Education

Bachelor's degree in business/finance/economics

Tools

Microsoft Office

Job description

Texas Regional Bank seeks a Senior Advisor in Dallas, TX to design, implement and monitor long-term investment portfolios for high-net-worth clients. You will work with bankers, trust officers and clients to grow relationships and deliver tailored financial strategies.

You should have a Bachelor's degree, 10+ years in wealth management, Series 65, and professional credentials (CFA/ CFP preferred). The role requires on-site presence and strong communication skills.