Wealth Management Financial Advisor

4 weeks ago


McKinney, Texas, United States American National Bank of Texas Full time

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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