Senior Wealth Advisor - Austin: Custom Portfolios & Impact
texas regional bankAustin, TX
Senior Wealth Advisor - Austin: Custom Portfolios & Impact
L5
texas regional bankAustin, TX12 days ago
Industries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCommercial BankingTexas Regional Bank seeks a Senior Advisor, Trust & Wealth Management in Austin, TX. The role leads discretionary portfolio design, performance monitoring, and client lifecycle support, collaborating with bankers and wealth teams to grow client relationships.
The ideal candidate holds a Bachelor's degree in a related field, 10+ years in wealth management, and relevant licenses (Series 65) with a clean U4. CFA/CFP preferred; capable of leading with integrity across a dynamic team.
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Level
SeniorL5
Location
Austin, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
12 days ago
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