About this opportunity
Texas Capital lists this Senior Private Wealth Advisor & Relationship Leader opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Texas Capital Bank seeks an experienced wealth management professional to generate new clients and manage the ongoing client experience, coordinating with investment advisor, wealth strategist, financial planner, trust administrator, and banking advisor to deliver an integrated wealth solution.
You will remain the relationship manager for a defined portfolio, acting as chief client strategist to align the client plan with the team, while developing insights to recommend solutions.
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Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.