VP Wealth Management

Havenridge Talent Advisory; Abilene (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Havenridge Talent Advisory's client, a well-established Texas-based financial institution, seeks a relationship-focused professional to grow and manage a portfolio of clients. You will collaborate with internal banking teams, cultivate referral sources, and expand business within the local community.

You will build long-term relationships, drive new business development, and contribute to the firm's full-service banking and wealth management offerings across commercial, lending, and advisory

Responsibilities

• Develop new business while managing, retaining, and expanding an existing portfolio of clients.
• Partner with internal banking professionals and cultivate referral sources such as attorneys, accountants, and other business professionals.
• Maintain a strong presence in the local community to support relationship growth.

Job description

Our client is a well-established, publicly traded Texas-based financial institution with a long history of serving individuals, businesses, and communities across the state. The organization provides a broad range of commercial banking, lending, trust, investment, and wealth management services. With a strong Texas presence and more than a century of operating history, the company combines the stability of an established financial institution with a comprehensive suite of banking and wealth management solutions.

This relationship-focused role is responsible for developing new business while managing, retaining, and expanding an existing portfolio of clients. The position builds long-term relationships by partnering with internal banking professionals, cultivating referral sources such as attorneys, accountants, and other business professionals, and maintaining a strong presence in the local community.

Our client offers incredible growth potential as well as a competitive compensation program, full medical benefits, and retirement plan.