The Anderson Search Group
November 17, 2023
Dallas, Texas
Job Type


BEST-IN-CLASS Super-Community Bank and repeat client has engaged The Anderson Search Group to identify a Private Client Advisor for the Dallas, Texas Market.  This client is aggressively growing their Trust and Wealth group nationally and this role is critical to this growth.

About Our Client:

  • Consistently recognized many times as the #1 performing bank in the United States in their asset size, by leading industry publications.
  • In 2021, they were named #1 bank for strength, stability and focus on innovation.
  • Forbes named Client to “America’s Best Banks” and “World’s Best Banks” the past three years, a tribute to their innovative service offerings and outstanding service delivery.


  • Industry leading benefits – Medical, Dental, Vision, 401K, Flex Spending Accounts
  • Pet Insurance
  • Enhanced Family Leave
  • Employee Assistance Program
  • Brooks Brothers Discount
  • Microsoft Home User Program
  • NEOU – The latest and greatest in real-time and on-demand fitness offerings for the whole family

The ideal candidate shall possess:

  • 3+ years HNW/UHNW Private Wealth Management Experience
  • 2+ years business development and relationship management to HNW/UHNW prospects/clients
  • Entrepreneurial drive and sales willingness
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