About this role
Senior Advisor, Trust & Wealth Management - Dallas, TX at Texas Regional Bank. Location: Dallas, Texas, United States. Role: designing portfolios, monitoring performance, building relationships Requirements: Bachelor's degree, 10+ years client-facing asset/wealth management experience, Series 65 required (or within 60 days), clean Form U4, CFA/CFP preferred, Microsoft Office proficiency, strong communication and leadership skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Certifications: series 65, cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English