Wealth Management Financial Advisor
4 weeks ago
Job Summary
The Wealth Management Financial Advisor is responsible for developing and managing client relationships to help clients achieve their long-term financial goals. Key responsibilities include:
- Meeting with clients to discuss their financial objectives and current financial situation
- Building and maintaining strong relationships with clients
- Cross-selling bank products and services to meet clients' needs
- Providing investment and financial planning advice to clients
- Traveling to various locations to perform work and attend meetings as required
Requirements
Skills
Behaviors
Motivations
Education
Experience
Licenses & Certifications
ANBTX encourages candidates fluent in English and Spanish to apply. Bilingual candidates are preferred for specific job requirements.
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