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McKinney

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

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    Full time
    Description

    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

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    Education

    Experience

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