Holistic Wealth Planner for High-Net-Worth

Texas Regional Bank seeks a Client Advisor to join the Trust & Wealth Management team. You will act as a financial planner and holistic advisor for high-net-worth clients, collaborating with investment professionals and trust officers to deliver comprehensive planning and exceptional service. The role requires developing a holistic planning process, analyzing data, and contributing to asset allocation decisions. CFP designation is encouraged; CPA preferred. #J-18808-Ljbffr Texas Regional Bank