Investment and Financial Planning Advisor
2 weeks ago
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.
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