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Financial Advisor in Wealth Management

2 months ago

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 circumstances
  • Establishing and nurturing long-term client relationships
  • Promoting bank products and services to meet client needs
  • Offering tailored investment and financial planning guidance based on individual client profiles
  • Occasional presence at bank locations may be necessary

Qualifications:

Essential Skills:

  • Proficient in Microsoft Excel and Word, with fundamental keyboarding and calculation abilities
  • Willingness to travel to various locations and participate in meetings as required
  • Adaptability to work beyond standard hours when necessary
  • Regular travel between locations is expected
  • Ability to lift up to 30 lbs in an office environment may be necessary

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.