Holistic Wealth Planner for High-Net-Worth Clients
Texas Regional Bank
Texas Regional Bank is seeking a Client Advisor to join its Trust & Wealth Management team in Houston. You will act as a holistic financial planner, delivering comprehensive analysis and client-focused guidance alongside investment professionals and trust officers. You will develop a robust financial planning process for high-net-worth clients, coordinating cash flow, retirement, executive compensation, and healthcare planning using fintech tools like eMoney and Right Capital. #J-18808-Ljbffr Texas Regional Bank
Vacancy posted 4 days ago
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Texas Regional Bank
Houston, TX3 days ago
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