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American National Bank of Texas · 3 months ago

Financial Advisor/Planner - Wealth Management

Fort Worth, TX

Full-time

Onsite

Mid Level

3+ years exp

American National Bank of Texas is seeking a Wealth Management Financial Advisor to develop, manage, and retain client relationships while helping clients achieve their long-term financial goals. The role includes meeting with clients to discuss their financial situations, providing investment advice, and cross-selling bank products and services.

BankingFinancial ServicesMortgage

Culture & Values

Responsibilities

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

Qualification

Financial Advisor experienceNASD Series 7 licenseNASD Series 63 licenseNASD Series 65 licenseNASD Series 66 licenseMicrosoft ExcelMicrosoft WordBilingual (English/Spanish)

Required

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