Financial Services Professional
4 weeks ago
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.
-
Financial Services Professional
3 weeks ago
Fort Worth, Texas, United States Kestra Financial Independent Advisor Full timeJob SummaryThe Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.Key ResponsibilitiesSupports Lead Advisor of a...
-
Financial Services Consultant
3 weeks ago
Fort Worth, Texas, United States First Command Financial Services Full timeFinancial Planning for Military FamiliesAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Services Consultant, you'll play a critical role in this mission by providing expert financial planning and guidance to our clients.Key Responsibilities:• Partner with local military...
-
National Financial Services Consultant
4 weeks ago
Fort Worth, Texas, United States First Command Financial Services Full timeJob SummaryThe National Branch Financial Service Advisor (NB-FSA) plays a vital role in supporting First Command clients assigned to the Home Office. This position requires proactive client outreach for account reviews and updates, as well as other specific responsibilities.Key Responsibilities:Proactive client outreach for account reviews and...
-
Financial Services Representative
3 weeks ago
Fort Worth, Texas, United States OneMain Financial Full timeJob Summary:Foster strong relationships with dealer partners to promote and sell OneMain Financial's products and services. Key responsibilities include:Prospecting and qualifying new dealer partners to increase sales and revenue.Collaborating with management to analyze sales trends and develop strategies to improve dealer performance.Resolving customer...
-
Financial Services Professional
4 weeks ago
Fort Worth, Texas, United States American National Bank of Texas Full timeJob Summary:The Financial Services Professional will be responsible for developing and managing client relationships, helping clients achieve their long-term financial goals, and providing investment and financial planning advice. Key responsibilities include meeting with clients to discuss their financial goals and current financial position, building and...
-
Financial Services Professional
4 weeks ago
Fort Worth, Texas, United States Atria Wealth Solutions Full timeFinancial Advisor - Investment ServicesCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs for financial services, developing investment...
-
Financial Services Professional
3 weeks ago
Fort Worth, Texas, United States Atria Wealth Solutions Full timeFinancial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a skilled Financial Advisor to provide investment and retirement planning services to credit union members in the Fort Worth, TX area. As a Financial Advisor, you will be responsible for identifying and evaluating customer needs, developing investment strategies, and staying current on...
-
Financial Services Professional
4 weeks ago
Fort Worth, Texas, United States Atria Wealth Solutions Full timeFinancial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.Responsibilities:Identify and evaluate customer needs for financial services, assess the objectives and goals of the individual, then develop an investment strategy to...
-
Financial Services Specialist
4 weeks ago
Fort Worth, Texas, United States Equitable Services Full timeJoin Our Team as a Retirement Benefits Group Financial ProfessionalAt Equitable Advisors, we are committed to helping individuals build fulfilling futures through our innovative solutions and commitment to our clients.We are seeking a highly motivated and results-driven Financial Professional to join our Retirement Benefits Group (RBG) team.As a Financial...
-
Financial Services Professional
3 weeks ago
Fort Worth, Texas, United States Southside Bank Full timeJob Title: Financial Advisor SecuritiesJob Summary:We are seeking a highly skilled Financial Advisor Securities to join our team at Southside Bank. As a Financial Advisor Securities, you will be responsible for promoting and selling Non-deposit Investment products and services to the public through an integrated marketing program.Key...
-
Financial Analyst II
4 weeks ago
Fort Worth, Texas, United States GM Financial Full timeAbout the RoleGM Financial is seeking a highly skilled Financial Analyst II to join our Asset Liability Management (ALM) team. As a key member of our team, you will be responsible for Interest Rate Risk (IRR) modeling and analysis to support the development of the ALM function.The ideal candidate will have advanced knowledge of finance, statistics,...
-
Virtual Financial Advisor
4 weeks ago
Fort Worth, Texas, United States Thrivent Financial Full timeUnlock Your Potential as a Virtual Financial AdvisorJoin Thrivent Financial, a Fortune 500 company, as a Virtual Financial Advisor and embark on a fulfilling career that combines your passion for helping others with your expertise in financial planning. Our Virtual Advice team is dedicated to providing innovative and personalized financial solutions to our...
-
Food Service Professional
4 weeks ago
Fort Worth, Texas, United States TX Citywide Professional Services Full timeJob Title: Food Service WorkerJob Summary:The Food Service Worker will assist the manager with food/meal preparation, maintain cash receipts and meal records, and assist the manager in completing daily reports. The ideal candidate will maintain high standards of quality in food production, sanitation, and kitchen safety practices.Responsibilities:Prepare...
-
Financial Operations Director
2 days ago
Fort Worth, Texas, United States First Command Financial Services, Inc. Full timeAbout the RoleThe Brokerage Operations Manager is a pivotal position at First Command Financial Services, Inc. This individual will be responsible for driving business growth within the Brokerage Operations department by effectively responding to the needs of clients, advisors, and the team. They will manage a team of associates, ensuring the successful...
-
Financial Planner
4 weeks ago
Fort Worth, Texas, United States Kestra Financial Independent Advisor Full timeJob Title: Financial PlannerWe are seeking a highly skilled Financial Planner to join our team at Kestra Financial Independent Advisor. As a Financial Planner, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Support Lead Advisors in managing client...
-
Holistic Financial Coach
2 weeks ago
Fort Worth, Texas, United States Thrivent Financial Full timeThrivent Financial Advisor RoleAs a Thrivent Financial Advisor, you'll have the opportunity to make a meaningful impact in the lives of others by providing holistic, purpose-based financial guidance. This role is ideal for individuals who are passionate about helping others achieve their goals and live a life of generosity.Key ResponsibilitiesBuild and...
-
Customer Service Representative
3 weeks ago
Fort Worth, Texas, United States PennyMac Financial Services, Inc. Full timeAbout the Role:PennyMac Financial Services, Inc. is seeking a skilled Customer Service Representative to join our team. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to their inquiries, and resolving any issues that may arise.Key Responsibilities:Respond to customer...
-
Senior Financial Analyst
4 weeks ago
Fort Worth, Texas, United States GM Financial Full timeAbout the RoleThe Senior Financial Analyst is a key member of the Financial Reporting team at GM Financial, responsible for preparing internal and external financial reporting documents and disclosures. This role requires a strong understanding of generally accepted accounting principles and the ability to mentor junior team members.Key...
-
Insurance Sales Professional
4 weeks ago
Fort Worth, Texas, United States PR Financial Full timeAt PR Financial, we're seeking a highly motivated and driven individual to fill the Sales Executive position. As a Sales Executive, you'll be responsible for selling life insurance and health insurance products to clients, with the opportunity to transition into a team lead and manager role. With uncapped income potential and first-year commissions ranging...
-
Customer Service Representative
3 weeks ago
Fort Worth, Texas, United States OneMain Financial Full timeJob SummaryWe are seeking a highly skilled Customer Service Specialist to join our team at OneMain Financial. As a Customer Service Specialist, you will be responsible for providing exceptional customer service to our clients, responding to inbound caller inquiries, and resolving account matters in a timely and professional manner.Key ResponsibilitiesRespond...