This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions. - No experience needed for this position. - Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner. - Have a conversation with them about their financial goals and dreams. - Help create a game plan or roadmap to achieve their short-term and long-term financial goals. - Financial solutions, products, and services include but are not limited to: - Retirement planning - Wealth accumulation - College planning - Investments - Insurance - A flexible schedule is available for those looking to start or transition into a new career full-time or develop a new skill or obtain part-time income. Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Soft background check required - Able to complete licensing requirements within 14 days

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.   While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Competencies - Significant deal generation and execution experience. - Extraordinary levels of motivation and initiative. - Established industry relationships and business plan necessary to build a profitable deal team. - Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity. - Experience in recruiting, training and managing people at all levels of an investment banking team. - Ability to work with other product team leaders in a cordial and collaborative fashion. - Ability to comfortably develop and interact with clients in a professional and mature manner. - Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. - Adaptability, able to manage numerous projects independently and simultaneously. - Very strong quantitative and analytical skills (including Excel modelling and valuation work). - Excellent understanding of financial, legal and reputational risks facing investment banks in today's environment. Responsibilities - Leverage past investment banking or related industry experience to enhance Mergers and Acquisitions (M&A) execution and/or capital raising outcomes to help contribute to building Texas Capital’s franchise. - Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals. - Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards. - Anticipate future changes in the marketplace. - Identify and anticipate all types of risks (e.g. industry, portfolio, diversification, sovereign, commercial, currency, etc.). - Serve as a leader and mentor to banking team, execute staffing models that support business needs and career trajectories for junior staff. - Build client relationships by providing sophisticated financial solutions tailored to the clients’ needs and acting as a content provider on market trends. - Oversight and execution of a myriad of capital markets and advisory service transactions as well as the oversight of the project / deal team, driving the work product through every phase of the transaction process. - Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions. - Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Texas Capital, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.   While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. Competences - Significant deal generation and execution experience. - Extraordinary levels of motivation and initiative. - Established industry relationships and business plan necessary to build a profitable deal team. - Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity. - Experience in recruiting, training and managing people at all levels of an investment banking team. - Ability to work with other product team leaders in a cordial and collaborative fashion. - Ability to comfortably develop and interact with clients in a professional and mature manner. - Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. - Adaptability, able to manage numerous projects independently and simultaneously. - Very strong quantitative and analytical skills (including Excel modelling and valuation work). - Excellent understanding of financial, legal and reputational risks facing investment banks in today's environment. Responsibilities - Leverage past investment banking or related industry experience to enhance Mergers and Acquisitions (M&A) execution and/or capital raising outcomes to help contribute to building Texas Capital’s franchise. - Meet revenue and other financial goals by establishing and maintaining a pipeline of episodic deals. - Ensure that proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards. - Anticipate future changes in the marketplace. - Identify and anticipate all types of risks (e.g. industry, portfolio, diversification, sovereign, commercial, currency, etc.). - Serve as a leader and mentor to banking team, execute staffing models that support business needs and career trajectories for junior staff. - Build client relationships by providing sophisticated financial solutions tailored to the clients’ needs and acting as a content provider on market trends. - Oversight and execution of a myriad of capital markets and advisory service transactions as well as the oversight of the project / deal team, driving the work product through every phase of the transaction process. - Serve as the expert on regulatory, financial and complex strategic issues relating to corporate finance transactions. - Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Texas Capital, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower's Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening. This role requires a natural leader—someone who can confidently serve as the lead advisor within a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with empathy, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and make a meaningful impact on the financial lives of the clients we serve. What You Will Do - Serve as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of Empower clients - Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education - Comprehensive relationship management to be conducted via phone, email, and virtual meetings. Engagement is both proactive and reactive - Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness - Act as the liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients - Conduct comprehensive relationship management via phone, email, and virtual meetings - Retain assets under management and garner additional assets through diligent communication, proactive education, and unfailing responsiveness - Act as liaison between clients & various internal groups/departments within Empower Personal Wealth to serve clients - Clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions - Provide clients with holistic financial planning on a large variety of subjects, including retirement planning, income optimization, tax-advantaged savings strategies, and education planning - Effectively delegate, coach, train, and develop colleagues and resources - Travel to meet with clients face-to-face and build strong relationships What You Will Bring - Bachelor degree in business or related discipline or equivalent experience - 4+ years related work experience in financial services - Experience with direct client contact while exhibiting a knowledgeable, professional demeanor - Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning - Experience managing a book of clients in a wealth management setting - Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships - Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients - FINRA Series 65 required - FINRA fingerprinting required upon hire - Ability to meet clients in person in the Greater SF Bay area area What will set you apart - Excellent verbal and written communication skills - Detail oriented and able to manage many time-sensitive tasks simultaneously - Pro-active self-starter, strong situational awareness and contextual thinking - Strong organizational and presentation skills - Proficient in, or ability to quickly learn, Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. - Medical, dental, vision and life insurance - Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup - Tuition reimbursement up to $5,250/year - Business-casual environment that includes the option to wear jeans - Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year - Paid volunteer time — 16 hours per calendar year - Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) - Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $104,800.00 - $148,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 03-24-2026 Want the latest money news and views shaping how we live, work and play? 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