Develops and retains wealth-management client relationships, assesses financial situations, and provides investment and financial-planning advice. Meets clients regarding goals, cross-sells banking products, and supports long-term financial objectives across Tarrant County locations. Requires regular travel between sites, possible extended hours, and occasional lifting. Candidates need a bachelor’s degree or equivalent experience, 3–5 years of financial-advisor experience, securities and insurance licenses, and a satisfactory background and financial standing.
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 EmployerThis 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.
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