Financial Services Professional

4 weeks ago


Fort Worth, Texas, United States American National Bank of Texas Full time
Job Summary:

The American National Bank of Texas is seeking a skilled Financial Services Professional to join our team. As a key member of our wealth management division, you will be responsible for developing and maintaining strong relationships with clients, helping them achieve their long-term financial goals.

Key Responsibilities:

Meet with clients to discuss their financial objectives and current financial situation
Build and maintain relationships with clients to ensure their ongoing financial needs are met
Cross-sell bank products and services to clients
Provide investment and financial planning advice to clients based on their individual needs
Collaborate with other team members to ensure seamless delivery of services to clients

Requirements:

Bachelor's degree or equivalent experience
3-5 years of experience in a financial services role
NASD Series 7, 63, 65 or 66 license, and applicable state insurance license
Ability to travel regularly to meet with clients

Preferred Qualifications:

Fluency in English and Spanish
Working knowledge of Microsoft Excel and MS Word
Basic keyboarding and calculator skills

Work Environment:

This role requires occasional travel to meet with clients and may require working more than 40 hours per week. The ideal candidate will be able to work in a fast-paced environment and prioritize multiple tasks to meet deadlines.

What We Offer:

The American National Bank of Texas offers a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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