Investment and Financial Planning Advisor
2 weeks ago
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 circumstances
- Establishing and nurturing long-term client partnerships
- Promoting various banking products and services
- Delivering tailored investment and financial planning counsel based on the client's financial landscape
- Potential on-site work at bank locations may be necessary
Qualifications:
Essential Skills:
- Proficient in Microsoft Excel and MS Word, along with basic keyboarding and calculator abilities
- Willingness to travel to various locations and participate in meetings as required
- Adaptability to work beyond 40 hours per week when needed
- Regular travel between locations is expected
- Ability to lift up to 30 lbs may be necessary in an office environment
American National Bank of Texas highly encourages applications from candidates who are fluent in both English and Spanish. Bilingual candidates will have a competitive edge.
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