About this opportunity
American National Bank of Texas lists this Financial Advisor/Planner - Wealth Management opportunity in allen, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Description
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards
long-term financial goals supporting clients in Collin County markets (Allen, Plano, McKinney). 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:
Bachelor's degree or equivalent educational/work experience
3-5 years of full Financial Advisor experience
NASD Series 7, 63, 65 or 66 license, and applicable state insurance license
Criminal background check required and personal finances must be in good standing (for financial licensing purposes)
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.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.