Jobs
>
McKinney

    Wealth Management Financial Advisor - McKinney, United States - American National Bank of Texas

    Default job background
    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:
    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.

    #J-18808-Ljbffr

  • NovaTech Solutions

    Financial Advisor

    3 days ago


    NovaTech Solutions Lewisville, United States

    With nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued - and has been for 100 ye ...


  • American National Bank McKinney, United States

    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 fin ...


  • American National Bank McKinney, United States

    The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towardslong-term financial goals. Other responsibilities include:Meeting with clients to discuss their financial goals and current financial ...


  • American National Bank of Texas McKinney, United States 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 f ...


  • Bank of America McKinney, United States

    Financial Solutions Advisor-Consumer Investments -Central South Region · Saint Louis, Missouri;Lees Summit, Missouri; Irving, Texas; Bentonville, Arkansas; Dallas, Texas; Kansas City, Missouri; Dallas, Texas; Richardson, Texas; Saint Louis, Missouri; Andover, Kansas; Manchester, ...

  • Prudential Advisors

    Financial Advisor

    2 weeks ago


    Prudential Advisors Plano, United States

    Are you an experienced Financial Advisor seeking an opportunity to serve your clients better? · At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction · Prudential Advisors is looking for an experienced financia ...

  • Prudential Advisors

    Financial Advisor

    3 weeks ago


    Prudential Advisors Plano, United States

    Are you an experienced Financial Advisor seeking an opportunity to serve your clients better? At Prudential Advisors, we can offer you ***** More support, more clients, more compensation, and more client satisfactionPrudential Advisors is looking for an experienced financial prof ...

  • Prudential Advisors

    Financial Advisor

    2 weeks ago


    Prudential Advisors Plano, United States

    Are you an experienced Financial Advisor seeking an opportunity to serve your clients better? · At Prudential Advisors, we can offer you more: More support, more clients, more compensation, and more client satisfaction · Prudential Advisors is looking for an experienced financia ...

  • New York Life

    Financial Advisor

    2 weeks ago


    New York Life Frisco, United States

    Job Description · Job DescriptionCareer Description: Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer an array of financial products and services to he ...

  • Atria Wealth Solutions

    Financial Advisor

    1 week ago


    Atria Wealth Solutions Plano, United States

    Join a Winning Team · CUSO Financial Services, LP (CFS), in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. · InTouch Credit Union is a not-for-profit communi ...

  • Atria Wealth Solutions

    Financial Advisor

    3 weeks ago


    Atria Wealth Solutions Plano, United States

    Join a Winning Team · CUSO Financial Services, LP (CFS) , in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. · InTouch Credit Union is a not-for-profit commun ...

  • Atria Wealth Solutions

    Financial Advisor

    1 week ago


    Atria Wealth Solutions Plano, United States

    Job Description · Job DescriptionJoin a Winning Team · CUSO Financial Services, LP (CFS), in its partnership with InTouch Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Plano, TX area. · InTouch Credit Un ...

  • Edward Jones

    Financial Advisor

    2 weeks ago


    Edward Jones Mesquite, United States

    Job Description · The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a ...

  • Northwestern Mutual

    Financial Advisor

    2 weeks ago


    Northwestern Mutual Frisco, United States

    Job Description · Job DescriptionFinancial Representative · As a Northwestern Mutual Financial Representative, you would be the center of your clients' financial lives while operating in three pillars: Risk Management, Wealth Accumulation, and Wealth Preservation/Distribution. Th ...

  • Edward Jones

    Financial Advisor

    1 week ago


    Edward Jones Mesquite, United States

    We're bullish about your future here.Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on buildin ...

  • Magellan Financial Inc

    Financial Advisor

    4 weeks ago


    Magellan Financial Inc Dallas, United States

    About Open Air Advisors: · Discover your next professional community at Open Air Advisors, situated in the lively city of Dallas, Texas. Renowned for our specialized retirement planning and wealth management solutions, we view ourselves as more than just a firm—we are an active c ...

  • BrokerHunter

    Financial Advisor

    1 week ago


    BrokerHunter Plano, United States

    No Prospecting, No Cold-Calls, Book of Business Is Provided · Stop prospecting Come join our clients firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, our client has developed a specialized approach focused on our private clients. With ...

  • Magellan Financial Inc

    Financial Advisor

    2 weeks ago


    Magellan Financial Inc Dallas, United States

    3 days ago · Be among the first 25 applicants · Magellan Financial & Insurance Services, Inc. provided pay range · This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to ...

  • Catalyst Corporate FCU

    Financial Advisor

    1 week ago


    Catalyst Corporate FCU Plano, United States

    Full Time, Permanent Opportunity for Advisor (Must be local to PLANO, TX) · Catalyst and Your Career · At Catalyst Corporate Federal Credit Union, our mission is to be a premier innovative corporate credit union, providing exceptional member value in an efficient, safe and soun ...

  • Edward Jones

    Financial Advisor

    2 weeks ago


    Edward Jones Mesquite, United States

    The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. · While Edward Jones' 18,000 financial advisors run their practices independently, they're far from alone. When you join Edward Jones, you're backed by a team of more than ...