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Wealth Management Financial Services Professional

2 months ago

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

Job Summary

The Wealth Management Financial Advisor is responsible for developing, managing, and retaining client relationships and helping clients achieve their long-term financial objectives. Key responsibilities include:

  • Conducting in-depth consultations with clients to understand their financial goals and current financial situation
  • Building and maintaining strong relationships with clients to provide exceptional service and support
  • Identifying opportunities to cross-sell bank products and services that align with clients' financial needs
  • Providing expert financial planning and investment advice to clients to help them achieve their financial objectives
  • Working collaboratively with clients to develop personalized financial plans and strategies

Requirements

To be successful in this role, candidates should possess:

  • Excellent communication and interpersonal skills to build strong relationships with clients
  • A working knowledge of financial planning principles and investment products
  • Strong analytical and problem-solving skills to provide expert financial advice
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities
  • Fluency in English and Spanish is highly desirable

About American National Bank of Texas

American National Bank of Texas is a leading financial institution dedicated to providing exceptional banking services to individuals and businesses. We are committed to building long-term relationships with our clients and helping them achieve their financial goals.