Senior Wealth Advisor - Trust & Portfolio Strategy

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

Job summary

Texas Regional Bank seeks a Trust & Wealth Management Senior Advisor based in San Marcos or the Texas Hill Country. You will partner with bankers and trust officers to design and monitor discretionary portfolios, communicate long‑term investment strategies to clients, and support existing relationships across the region.

This role requires a Bachelor’s degree, 10+ years in client‑facing asset/wealth management, and strong interpersonal skills.

Qualifications

• Bachelor’s degree required, preferably in business, finance, economics or related field.
• 10+ years’ experience in a client-facing role in asset/wealth management.
• Genuine passion for investments, financial markets, and client outcomes.
• Knowledge of wealth management including portfolio construction, investments, trusts and financial planning.
• Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
• Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
• CFA, CFP or progress toward designation preferred.
• Must have a clean Form U4 without regulatory disclosures, client complaints, arbitrations or disclosable settlements.
• Self-starter that can plan, execute and follow through with minimal supervision.
• The ability to discuss complex solutions in simple terms.
• Ability to work and remain composed in stressful circumstances.
• Ability to provide strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
• A team player that can work effectively with diverse teams across regions.
• Comfort with an entrepreneurial and dynamic business environment.
• Microsoft Suite of applications proficiency.
• Must be able to be physically present in the Bank to perform job duties.
• Series 65 license required, or must be obtained within 60 days of hire.
• Texas Regional Bank is an Equal Opportunity Employer.

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 relationships

Portfolio design

Investment knowledge

Communication skills

Leadership

Self-starter

Team collaboration

Discretion

Regulatory awareness

Education

Bachelor's degree

Finance/Economics background preferred

Tools

Microsoft Office

Job description

Texas Regional Bank seeks a Trust & Wealth Management Senior Advisor based in San Marcos or the Texas Hill Country. You will partner with bankers and trust officers to design and monitor discretionary portfolios, communicate long‑term investment strategies to clients, and support existing relationships across the region.

This role requires a Bachelor’s degree, 10+ years in client‑facing asset/wealth management, and strong interpersonal skills.