Wealth Advisor – San Antonio, Texas

$5bn Regional Community Bank has RETAINED The Anderson Search Group to identify a Wealth Advisor for the San Antonio 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 inherit a great book of business to retain and expand - approximately 250+ clients and under penetrated
• You will utilize your internal referral network of financial centers, private bankers, and commercial bankers to add AUM and revenue

Ideal Candidate Shall Possess:

• 3-5 years business development experience in wealth management focused on high-net-worth clients over $1 million in net-worth leading with planning, trust/estate-planning, credit or investment management
• Entrepreneurial mindset and work ethic
• Extensive network in San Antonio able to refer you to HNW families