Senior Private Wealth Advisor - Client Strategy & Growth
Posted 7 days ago
texas capitalFort Worth (TX)
Personal Financial AdvisorsPortfolio Management and Investment Advice
SENIORITY
Senior
About the role
Texas Capital, based in Dallas with offices in Fort Worth, is seeking a senior private banking professional to lead client relationships and coordinate a cross-disciplinary wealth management team. The role focuses on generating new clients, managing ongoing experience, and delivering integrated investment, banking, and trust solutions.
Ideal candidates have 10+ years in banking with private banking expertise, strong communication, and proven sales success. MBA, CFA, CFP are a plus.
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Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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