Investment Director & Wealth Advisor (Houston)
texas regional bankHouston (TX)
Investment Director & Wealth Advisor (Houston)
Posted 6 days ago
texas regional bankHouston (TX)
SENIORITY
Manager
About the role
Texas Regional Bank is seeking a Director of Investments, Wealth Advisor in Houston, TX to lead securities research, portfolio construction and client planning for HNW/UHNW clients. You will develop asset allocations, supervise portfolios and present results to clients and internal partners.
The role requires strong knowledge of financial markets, excellent communication and fiduciary discipline, with opportunities to mentor junior staff and grow the wealth platform.
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.