About this role
Private Bank Investment Advisor at Texascapitalbank. Location: Houston, Texas, United States. Role: Managing portfolios, Developing investment strategies, Building client relationships Requirements: 10+ years banking experience with private banking; Series 7 and 63 required; Bachelor's degree; MBA/CFA/CFP preferred. Category: Finance and Accounting Seniority: Senior Level Tools: FINRA, Portfolio Management, Investment Advisory, Client Relationship Management, Microsoft Excel, Financial Planning Tools Certifications: series 7, series 63 Commitment: Full Time Workplace: Onsite Languages: English