About this role
Private Bank Investment Advisor at Texascapitalbank. Location: Dallas or Fort Worth. Role: relationship management, investment reviews, portfolio management Requirements: 10+ years banking experience with private banking focus; Series 7 and 63; Bachelor's in Finance/Accounting/Business Admin; MBA/CFA/CFP preferred. Category: Finance and Accounting Seniority: Senior Level Certifications: series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English