Wealth Management Senior Advisor - San Marcos, TX

1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Texas Regional Bank The Senior Wealth Management Advisor will be an experienced, pro-active self-starter that enjoys the challenge of working with clients and prospective clients to design effective long-term investment portfolios. The Senior Advisor must be able to communicate effectively with clients regarding financial planning and long-term investment strategies, support existing clients over the life cycle of an investment relationship, and work closely with area banking executives and centers-of-influence to develop new business. Principal Duties And Responsibilities Partner with bankers, Trust Officers and broader Client Service Team to initiate, build and strengthen client relationships Design and manage discretionary portfolios for clients within the context of the appropriate investment objective and portfolio allocations Monitor investment performance and asset allocation and review portfolios with clients regularly Serve as an analytical resource to the wealth management team, to include equity, fixed income and alternative research and manager selection Handle sensitive, confidential, proprietary information with discretion Build relationships with bank branch employees to educate and communicate investment information in support of banking clients with investment needs Other Responsibilities Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures Comply with federal and state regulations as well as all established Bank policies and procedures. Other duties as assigned Qualifications, Education And Experience Requirements Bachelor’s degree required, preferably in business, finance, economics or related field 5 to 10 years’ experience in a client-facing role in asset/wealth management Strong interest and knowledge of investment and financial markets Knowledge of wealth management including investments, trusts and financial planning Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community Series 65 license required, or must be obtained within 60 days of hire Progress toward CFA or CFP preferred Must have a clean Form U4 without regulatory disclosures, client complaints, arbitrations or disclosable settlements. Ability to work and remain composed in stressful circumstances Ability to provide strong, compassionate, and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects Ability to work in a team-based environment Microsoft Suite of applications proficiency Must be able to be physically present in the Bank to perform job duties Texas Regional Bank is an Equal Opportunity Employer Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Texas Regional Bank by 2x Get notified about new Senior Wealth Manager jobs in

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