Financial Advisor in Wealth Management

2 weeks ago


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 status.
  • Fostering and sustaining strong relationships with clients.
  • Promoting various banking products and services to meet client needs.
  • Assessing each client's financial circumstances to deliver tailored investment and financial planning guidance.
  • Potentially working on-site at banking facilities.

Required Qualifications:

  • A Bachelor's degree or equivalent combination of education and professional experience.
  • 3-5 years of comprehensive experience as a Financial Advisor.
  • Possession of NASD Series 7, 63, 65, or 66 licenses, along with the necessary state insurance license.
  • A background check is mandatory, and personal financial standing must be satisfactory for licensing purposes.

Essential Skills:

  • Proficient in Microsoft Excel and MS Word; capable of performing basic calculations and following written directives.
  • Willingness to travel to various locations for work and meetings as necessary.
  • Occasional requirement to work beyond 40 hours per week to fulfill essential job functions.
  • Ability to travel frequently between locations.
  • Physical capability to lift up to 30 lbs. in an office environment.

Note: American National Bank of Texas encourages applications from candidates who are fluent in both English and Spanish. Positions that specifically require bilingual candidates will be clearly indicated.



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