{"id":1822174,"url":"https://alion.io/job/texas-capital-bank-private-client-advisor-2","title":"Private Client Advisor","company":{"id":2271451,"name":"Texas Capital Bank","domain":"texascapitalbank.com","url":"https://alion.io/company/texascapitalbank","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":84,"open_postings":8,"ghost_share":0,"stale_share":0.625,"repost_share":0,"time_to_fill_p50_days":25,"computed_at":"2026-11-14T05:58:10Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Dallas, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":86000,"max_usd":184000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4349},"experience_years_min":7,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-27T00:00:00Z","employer_posted_date":"2026-10-28","last_verified_at":"2026-11-14T05:48:38Z","board_verified":true,"closed_at":null,"days_open":79,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":79},"description":"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.\nWhile 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.\nTexas 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).\nTexas Capital is headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano, San Antonio, Chicago, Los Angeles and New York. For more information about joining our team, please visit us at www.texascapital.com.\nResponsibilities\nLeverages the specialists on their team including the investment advisor, wealth strategist, financial planner, trust administrator, or banking advisor to provide interdisciplinary expertise and portfolio management. \nPrimarily responsible for generating new clients and managing or quarterbacking the ongoing client experience while engaging all available PWA resources to deliver a complete wealth management solution.\nRemain the ongoing relationship manager for a specific portfolio of clients and ensure every client has an extraordinary experience\nPerform the role of chief client strategist by coordinating the team’s ongoing communication with the client and orchestrating the execution of the client plan collaborating throughout with their subject matter expert teammates.\nDevelop perspective on specific client situations in order to proactively and effectively select and recommend solutions that could resolve their issues and meet their objectives.\nDemonstrate a high-levelunderstanding of investments, banking, mortgage, planning, and trust concepts including, but not limited to: asset allocation on managed portfolios, brokerage accounts, deposit and loan / mortgage solutions, basic trust and estate products and identification of financial and wealth planning opportunities\nDemonstrate continuous prospecting skills applied to COIs (centers of influence), associations, and community activities as well as internally with their commercial bank colleagues.\nOperate effectively in a team based, collaborative environment and assist in the development and retention of junior team members and relationship and customer service associates\nThe 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.\nQualifications\nMinimum 7 years relevant banking experience required with at least five years in private banking preferred.\nRequired: Bachelor’s degree in finance, economics, accounting or related field\nPreferred: MBA, CFA or CFP\nMinimum seven years experience in financial services; five years in Private Banking\nPrior experience providing complex investment solutions to affluent or high net worth individuals or families\nPrior sales experience preferred\nAbility to collaborate with and positively influence team members\nStrong communications skills and experience creating and delivering presentations and written materials\nThe 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.","description_format":"text","description_chars":4276,"description_truncated":false,"requirements":{"experience_years_min":7,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Health insurance","Insurance coverage","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Business & SME Lending","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-10-04T07:02:06Z"},{"event":"close","at":"2026-10-27T17:30:40Z"},{"event":"reopen","at":"2026-10-29T08:26:27Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"H-1B filings in 12 months: 5 · green card filings: 5","filings_12m":5,"filings_prev_12m":11,"green_card_filings_12m":5,"median_offered_wage_usd":152500,"route":null,"cap_exempt":false,"checked_at":"2026-11-12T07:36:15+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":19,"band":"cold","label":"Long shot","p_open":1,"p_active":0.685,"p_room":0.28,"age_days":79,"expected_fill_days":25,"reasons":["conf:0","velocity","win:tail","crowd:"],"computed_at":"2026-11-14T05:58:10Z"},"pay":null,"html_url":"https://alion.io/job/texas-capital-bank-private-client-advisor-2","json_url":"https://alion.io/job/texas-capital-bank-private-client-advisor-2.json","meta":{"generated_at":"2026-11-14T06:40:51Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":11297,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2271451},"rest":"https://alion.io/mcp/rest/get_company?id=2271451"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ftexas-capital-bank-private-client-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ftexas-capital-bank-private-client-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ftexas-capital-bank-private-client-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/texas-capital-bank-private-client-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ftexas-capital-bank-private-client-advisor-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":1822174}},{"tool":"search_jobs","arguments":{"company":"texascapitalbank.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":1822174},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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