The Anderson Search Group
Published
September 20, 2022
Location
Austin, Texas
Category
Default  
Job Type

Description

$5bn Regional Community Bank has RETAINED The Anderson Search Group to identify a Wealth Advisor for the Austin Market.  This family-owned Client Bank has been named 2022 Best Places to Work for the third year in a row and offers an incredible culture.

Client: 

  • $5bn family-owned Regional Community Bank, founded in 1941 and headquartered in San Antonio, Texas
  • Wealth Management Division has seen 30% revenue growth over the last 2 years
  • Ranked #1 Best Place to Work in San Antonio, 2022.
  • The nation’s leader in bank rating, Bauer Financial, gave our client the highest rating possible for financial strength – FIVE STAR SUPERIOR – based on its capital strength, loan quality, and profitability

The Role You Will Play:

  • You will be tasked with taking over an existing book of business in the Austin Market
  • You will use your existing clients and centers of influence to identify new trust business in the form of new AUM and ancillary trust, real estate, and oil and gas revenue
  • Opportunity to lead a team in five years

Ideal Candidate Shall Possess:

  • 3-5 years business development experience in wealth management focused on high-net-worth clients and products including Trust – does not have to be exclusively focused on Trust but must be one of the services/products you are selling
  • Entrepreneurial mindset and work ethic
  • Trust Administration experience preferred but not required
  • Open to relocating the right candidate into Austin

 

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