Wealth Management Financial Advisor

6 months ago


McKinney, United States American National Bank of Texas Full time

Job Details

Description

The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards
long-term financial goals. Other responsibilities include:

Meeting with clients to discuss their financial goals and current financial position Building and maintaining relationships with clients Cross-selling bank products and services Investigates each client's financial situation in order to provide investment and financial planning advice May require work on physical bank premises

Qualifications:

Skills:

Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math
and carry out written instructions.] Travel to a variety of locations to perform work and/or attend meetings as required Work occasionally requires more than 40 hours per week to perform the essential functions of the position Must be able to travel regularly from location to location Lifting in an office setting may be required up to 30 lbs.

ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.

Qualifications

Skills

Behaviors

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Education

Experience

Licenses & Certifications



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