Investment and Financial Planning Advisor

2 weeks ago


McKinney, Texas, United States American National Bank of Texas Full time
Position Overview:
The Financial Advisory Specialist in Wealth Management plays a crucial role in cultivating, overseeing, and preserving client relationships while guiding clients towards achieving their long-term financial aspirations.

Key Responsibilities:
- Engage with clients to evaluate their financial objectives and assess their current financial landscape.
- Develop and sustain strong relationships with clients to foster trust and loyalty.
- Promote and recommend bank products and services that align with client needs.
- Analyze each client's financial circumstances to deliver tailored investment and financial planning recommendations.
- May involve working on-site at bank locations as necessary.

Qualifications:
- Bachelor's degree or equivalent professional experience.
- A minimum of 3-5 years of experience as a Financial Advisor.
- Possession of NASD Series 7, 63, 65, or 66 licenses, along with relevant state insurance licenses.
- Successful completion of a criminal background check and maintenance of personal financial integrity (for licensing purposes).

Required Skills:
- Proficient in Microsoft Excel and MS Word; capable of performing basic mathematical calculations and following written instructions.
- Willingness to travel to various locations for work-related tasks and meetings.
- Flexibility to work beyond 40 hours per week when necessary to fulfill job responsibilities.
- Ability to travel frequently between locations.
- Capability to lift up to 30 lbs. in an office environment.

American National Bank of Texas encourages candidates who are bilingual in English and Spanish to consider this opportunity. Positions requiring bilingual skills will be explicitly stated in the job postings.

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

    Position Overview:The Financial Advisor in Wealth Management plays a crucial role in establishing, nurturing, and sustaining client relationships while guiding clients towards achieving their long-term financial aspirations. Key responsibilities include:Engaging with clients to evaluate their financial objectives and current financial statusFostering and...


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

    Join our esteemed team at American National Bank of Texas as a Financial Advisory Specialist in Wealth Management. This position focuses on cultivating and overseeing client relationships to assist them in reaching their financial aspirations. Key responsibilities include:Engaging with clients to explore their financial objectives and current...


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

    Position Overview:The Financial Advisor in Wealth Management plays a crucial role in establishing, nurturing, and retaining client relationships while guiding clients towards achieving their long-term financial aspirations.Key Responsibilities:- Engage with clients to understand their financial objectives and assess their current financial status.- Develop...


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

    Position Overview:The Financial Advisor in Wealth Management plays a crucial role in establishing, nurturing, and retaining client relationships while guiding clients towards achieving their long-term financial aspirations. The key responsibilities include:Engaging with clients to explore their financial objectives and evaluate their current financial...


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

    Join our team at American National Bank of Texas as a Financial Advisor specializing in Wealth Management. This position focuses on fostering and managing client relationships to assist them in reaching their financial aspirations. Key responsibilities include:Engaging with clients to evaluate their financial objectives and current circumstancesEstablishing...


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

    Job SummaryThe 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 ResponsibilitiesMeet with clients to discuss their financial objectives and current financial situationBuild and maintain strong...


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

    Job SummaryThe Wealth Management Financial Advisor is responsible for developing, managing, and retaining client relationships and helping clients achieve their long-term financial objectives. Key responsibilities include:Conducting in-depth consultations with clients to understand their financial goals and current financial situationBuilding and maintaining...


  • McKinney, Texas, United States Trent Wilkins - State Farm Agent Full time

    Position OverviewA successful State Farm Agent is looking for a qualified professional for the role of Insurance and Financial Services Advisor. We are in search of an enthusiastic individual who is keen on contributing to our business growth through meaningful conversations and exceptional customer service. If you are a driven self-starter who excels in a...


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

    Job SummaryThe 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 ResponsibilitiesClient Relationship Management: Meet with clients to discuss their financial goals and current financial situation,...

  • Data Entry Clerk

    2 days ago


    McKinney, Texas, United States Recruit Monitor Full time

    About the JobJob Summary: We are seeking a highly skilled Data Entry Clerk to join our team at Recruit Monitor. As a Data Entry Clerk, you will be responsible for performing day-to-day reconciliation and settlement activities for Alternative Investments.Key Responsibilities:Reconciliation and Settlement: Refine exchange buy and sell purchases in client...


  • McKinney, Texas, United States Globe Life Inc. Full time

    Job SummaryGlobe Life Inc. is seeking a highly skilled IT Finance Manager to join our corporate finance team. As a key member of our team, you will be responsible for providing financial leadership and expertise to support the company's strategic objectives.Key ResponsibilitiesLead the development and implementation of financial planning and analysis...


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

    Position Overview:The Financial Advisor in Wealth Management plays a crucial role in establishing, nurturing, and sustaining client relationships while guiding clients towards achieving their long-term financial aspirations.Key Responsibilities:- Engage with clients to explore their financial objectives and assess their current financial landscape.-...


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

    Position Overview:The Financial Advisor in Wealth Management plays a crucial role in fostering, managing, and preserving client relationships while guiding clients towards achieving their long-term financial aspirations. Key responsibilities include:Engaging with clients to evaluate their financial objectives and current economic standing.Establishing and...


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

    We are looking for a Financial Advisor specializing in Wealth Management to become a part of our team at American National Bank of Texas. This position focuses on establishing and nurturing client relationships to assist them in reaching their financial aspirations. Key responsibilities include:Engaging with clients to evaluate their financial objectives and...


  • McKinney, Texas, United States Globe Life Inc. Full time

    Financial Operational Audit Intern (Fall Internship) Key Responsibilities: At Globe Life, we prioritize empowering our workforce with the necessary support and opportunities for success at every career stage. Our vibrant and dynamic community offers significant avenues for professional growth, enhanced earning potential, and a stable work environment.We...


  • McKinney, Texas, United States Globe Life Full time

    Senior Financial Operations Auditor (Hybrid) Key Responsibilities: At Globe Life, we prioritize empowering our workforce with the necessary support and opportunities for success throughout their careers. Our vibrant and evolving community provides significant avenues for professional growth, enhanced earning potential, and a stable work environment. We take...


  • McKinney, Texas, United States Globe Life Inc. Full time

    Senior Financial Operations Auditor (Hybrid) Key Responsibilities: At Globe Life, we prioritize empowering our workforce with the necessary support and opportunities for success throughout their careers. Our vibrant and evolving community provides significant avenues for professional growth, enhanced earning potential, and a stable work environment.We take...


  • McKinney, Texas, United States Globe Life Family of Companies Full time

    Job Overview At Globe Life, we prioritize empowering our workforce with the resources and opportunities necessary for success throughout their careers. Our vibrant and evolving community provides significant avenues for professional growth, enhanced earning potential, and a stable work environment. We take pride in cultivating a supportive and innovative...


  • McKinney, Texas, United States Globe Life Full time

    **Senior Financial Operations Auditor (Hybrid)** Key Responsibilities: At Globe Life, we prioritize empowering our workforce with the necessary support and opportunities for success at every career stage. Our vibrant and dynamic community offers significant potential for professional growth, enhanced earning opportunities, and a stable work environment. We...


  • McKinney, Texas, United States Globe Life Inc. Full time

    **Senior Financial Operations Auditor (Hybrid)** Key Responsibilities: At Globe Life Inc., we prioritize empowering our workforce with the resources and opportunities necessary for success at every career phase. Our vibrant and dynamic community offers significant potential for professional growth, enhanced earning capabilities, and a stable work...