Wealth Management Financial Consultant

2 weeks ago


Allen, Texas, United States American National Bank of Texas Full time

The Wealth Management Financial Advisor role at American National Bank of Texas involves developing and managing client relationships to help them achieve long-term financial goals. Key responsibilities include:

  • Conducting meetings with clients to discuss their financial objectives and current financial situation
  • Building and maintaining strong relationships with clients to provide exceptional service
  • Cross-selling bank products and services to meet clients' needs
  • Providing investment and financial planning advice based on clients' individual circumstances
  • Occasionally working on bank premises, with potential for travel to various locations

Requirements:

  • Bachelor's degree or equivalent experience
  • 3-5 years of experience as a Financial Advisor
  • NASD Series 7, 63, 65, or 66 license, and applicable state insurance license
  • Criminal background check and good personal finances required

Skills:

  • Proficiency in Microsoft Excel and Word, basic keyboarding, and calculator skills
  • Ability to travel regularly to various locations
  • Occasional work may require more than 40 hours per week
  • Lifting up to 30 lbs. in an office setting

Language: English and Spanish fluency is highly encouraged, but not required. American National Bank of Texas values diversity and encourages candidates from all backgrounds to apply.



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