Wealth Management Senior Advisor - San Marcos, TX

Position Summary

The Senior Wealth Management Advisor will be an experienced, pro-active self-starter that enjoys the challenge of working with clients and prospective clients to design effective long-term investment portfolios. The Senior Advisor must be able to communicate effectively with clients regarding financial planning and long-term investment strategies, support existing clients over the life cycle of an investment relationship, and work closely with area banking executives and centers-of-influence to develop new business.

Principal Duties and Responsibilities

• Partner with bankers, Trust Officers and broader Client Service Team to initiate, build and strengthen client relationships
• Design and manage discretionary portfolios for clients within the context of the appropriate investment objective and portfolio allocations
• Monitor investment performance and asset allocation and review portfolios with clients regularly
• Serve as an analytical resource to the wealth management team, to include equity, fixed income and alternative research and manager selection
• Handle sensitive, confidential, proprietary information with discretion
• Build relationships with bank branch employees to educate and communicate investment information in support of banking clients with investment needs

Other Responsibilities

Qualifications, Education and Experience Requirements

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