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Senior Wealth Advisor - Custom Portfolios & Client Growth

Texas Regional Bank

Texas Regional Bank is seeking a proactive Senior Advisor for its Trust & Wealth Management team. This role, based in the Dallas Metroplex, involves working closely with clients to design and monitor effective investment portfolios. The ideal candidate will have over 10 years of experience in asset/wealth management, excellent communication skills, and a strong passion for financial markets. The role offers the opportunity to collaborate with a dedicated team while maintaining client relationships throughout the investment lifecycle. #J-18808-Ljbffr Texas Regional Bank

Vacancy posted 1 day ago
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