Wealth Management Advisor: Grow Client Relationships

VeraBank; Austin (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

VeraBank in Austin, TX seeks a Trust & Wealth Management Advisor to deliver superior client service and wealth management expertise. You will manage a portfolio, meet with clients, and promote VeraBank Wealth Management Services to generate new business.

Role emphasizes building durable client relationships, cross-selling services, and compliance with fiduciary rules and internal policies.

Qualifications

• Excellent oral and written communication skills.
• Ability to build and maintain client relationships.
• Decision-making and analytical thinking in financial services.

Responsibilities

• Administer and monitor a portfolio of client accounts per governing docs and policies.
• Meet with clients and respond to inquiries with timely, accurate service.

Skills

Wealth management

Account relationships

Cross-selling

Client service

Communication

Education

Bachelor's degree in business or equivalent financial services experience

Job description

VeraBank in Austin, TX seeks a Trust & Wealth Management Advisor to deliver superior client service and wealth management expertise. You will manage a portfolio, meet with clients, and promote VeraBank Wealth Management Services to generate new business.

Role emphasizes building durable client relationships, cross-selling services, and compliance with fiduciary rules and internal policies.