Financial Advisor in Wealth Management
2 weeks ago
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.
Key Responsibilities:
- Engage with clients to understand their financial objectives and assess their current financial status.
- Develop and sustain strong relationships with clients to foster trust and loyalty.
- Promote and recommend bank products and services that align with client needs.
- Analyze each client's financial circumstances to deliver tailored investment and financial planning guidance.
- May involve on-site work at bank locations.
Qualifications:
- Bachelor's degree or equivalent experience in a related field.
- A minimum of 3-5 years of comprehensive experience as a Financial Advisor.
- Possession of NASD Series 7, 63, 65 or 66 licenses, along with relevant state insurance licenses.
- A background check is mandatory, and personal financial standing must be satisfactory for licensing purposes.
Skills Required:
- Proficient in Microsoft Excel and MS Word; basic typing and calculation skills are essential.
- Ability to perform simple mathematical operations and follow written directives.
- Willingness to travel to various locations for work-related duties and meetings.
- Flexibility to work beyond standard hours when necessary to fulfill job responsibilities.
- Regular travel between locations is expected.
- Ability to lift up to 30 lbs. in an office environment.
American National Bank of Texas values candidates who are bilingual in English and Spanish. Positions requiring bilingual proficiency will be specifically noted.
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