Financial Advisor/Planner - Wealth Management

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 Tarrant County markets (7th Street, Hurst, and Mansfield). 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.