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Senior Wealth Advisor - Austin: Custom Portfolios & Impact

L5

texas regional bankAustin, TX12 days ago
Texas 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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