Business & FinanceOn site
Sr. Investment Advisor
Texas Capital BankDallas, TX
Posted Oct 13, 2026
What you’d do
Manage client investment portfolios, conduct investment reviews, develop policy statements, and advise on asset allocation. Also responsible for business development and closing sales of complex investment products. Full time. Found on the employer's careers page on Oct 14, 2026. Apply through the link.
You’ll need
- Minimum 10 years relevant banking experience
- Bachelor's in Accounting, Finance, Business Administration or equivalent
- Series 7 required
- Series 63 required
- Business development and sales experience
Our summary of the listing. The full listing has the details.