About this role
Wealth Advisor/Trust Officer III-Austin at Broadway Bank. Location: Austin, Texas, United States. Role: Manage fiduciaries, Grow portfolios, Collaborate with partners Requirements: Manage fiduciary relationships; grow assets; provide wealth management services; collaborate with partners; ensure fiduciary compliance. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, FiTek System Certifications: certified financial planner (cfp), chartered financial analyst (cfa), certified trust financial advisor (ctfa) Commitment: Full Time Workplace: Onsite Languages: English