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Financial Advisor/Planner - Wealth Management

american national bank of texasPlano, TX

today

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCommercial Banking
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About the role

Wealth Management Financial Advisor 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 Collin County markets (Allen, Plano, McKinney). 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 experienceNASD 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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JOB OVERVIEW

Experience level

Senior

Location

Plano, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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