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Financial Advisor/Planner - Wealth Management
Financial Advisor/Planner - Wealth ManagementAmerican National Bank of Texas • McKinney, TX, United States
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Financial Advisor / Planner - Wealth Management

Financial Advisor / Planner - Wealth Management

American National Bank of Texas • McKinney, TX, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description

The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards

long-term financial goals supporting clients in the Fort Worth or McKinney markets. Other responsibilities include :

  • Meeting with clients to discuss their financial goals and current financial position
  • Building and maintaining relationships with clients
  • Cross-selling bank products and services
  • Investigates each client's financial situation in order to provide investment and financial planning advice
  • May require work on physical bank premises

Qualifications :

  • Bachelor's degree or equivalent educational / work experience
  • 3-5 years of full Financial Advisor experience
  • NASD Series 7, 63, 65 or 66 license, and applicable state insurance license
  • Criminal background check required and personal finances must be in good standing (for financial licensing purposes)

    • Skills :

  • Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math

    • and carry out written instructions.]

  • Travel to a variety of locations to perform work and / or attend meetings as required
  • Work occasionally requires more than 40 hours per week to perform the essential functions of the position
  • Must be able to travel regularly from location to location
  • Lifting in an office setting may be required up to 30 lbs.

    • ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

    For further information, please review the Know Your Rights notice from the Department of Labor.

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    Financial Management • McKinney, TX, United States

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