- 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
- 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)
- 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.
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Wealth Management Financial Advisor - McKinney, United States - American National Bank of Texas
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:
Qualifications:
Skills:
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.