Holistic Wealth Planner for High-Net-Worth Clients

Texas Regional Bank

  • Houston, TX
  • 2 days ago
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    Skills

    • Analysis Skillsunmatched
    • Cash Flowunmatched
    • Customer Relationsunmatched
    • Financial Planningunmatched
    • Healthcareunmatched
    • High Net Worthunmatched
    • Wealth Managementunmatched

    Description

    Texas Regional Bank is seeking a Client Advisor to join its Trust & Wealth Management team in Houston. You will act as a holistic financial planner, delivering comprehensive analysis and client-focused guidance alongside investment professionals and trust officers.You will develop a robust financial planning process for high-net-worth clients, coordinating cash flow, retirement, executive compensation, and healthcare planning using fintech tools like eMoney and Right Capital.#J-18808-Ljbffr

    Numbers & Facts

    LocationHouston, TX

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