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Wealth Management Financial Services Professional

2 months ago

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

The Wealth Management Financial Advisor is a key role at American National Bank of Texas, responsible for developing and maintaining client relationships and helping clients achieve their long-term financial goals.

Key Responsibilities
  • Client Relationship Management: Meet with clients to discuss their financial goals and current financial situation, and build and maintain strong relationships with clients to ensure their financial needs are met.
  • Financial Planning and Advice: Provide investment and financial planning advice to clients, taking into account their individual financial situations and goals.
  • Cross-Selling and Upselling: Identify opportunities to cross-sell and upsell bank products and services to clients, increasing revenue and improving customer satisfaction.
  • Qualifications and Requirements: Bachelor's degree or equivalent educational/work experience, 3-5 years of full Financial Advisor experience, NASD Series 7, 63, 65 or 66 license, and applicable state insurance license.
  • Skills and Abilities: Working knowledge of Microsoft Excel and MS Word, basic keyboarding and calculator skills, ability to do simple math and carry out written instructions, and ability to travel regularly to perform work and attend meetings.
Working Conditions
  • Work Environment: Work occasionally requires more than 40 hours per week to perform the essential functions of the position, and may require lifting in an office setting up to 30 lbs.
  • Travel Requirements: Travel to a variety of locations to perform work and/or attend meetings as required.
Language Skills

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.