Sr. Investment Advisor

Texas Capital is seeking a Sr. Investment Advisor to manage client relationships and develop investment strategies. This role involves conducting investment reviews, preparing recommendations, and actively participating in business development to drive sales of complex investment products. You will collaborate with internal partners and adhere to regulatory guidelines while building long-lasting client relationships.

• Manage client investment portfolios and develop policy statements
• Conduct investment reviews and prepare product recommendations
• Engage in business development and initiate sales of complex investment products
• Participate in Investment Committee meetings
• Minimum 10 years relevant banking experience with 7 years in private banking preferred
• Series 7 and Series 63 required