Financial Advisor/Planner - Wealth Management

The Wealth Management Financial Advisor is responsible for developing, managing, and retaining client relationships while helping clients work toward long‑term financial goals in Collin County markets (Allen, Plano, McKinney).

Responsibilities

• Meet with clients to discuss their financial goals and current financial position.
• Build and maintain relationships with clients.
• Cross‑sell bank products and services.
• Investigate each client’s financial situation 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; personal finances must be in good standing for licensing purposes.

Skills

• Working knowledge of Microsoft Excel and Microsoft Word.
• Basic keyboarding and calculator skills; ability to perform simple math and follow written instructions.

Additional Information

• Travel to a variety of locations to perform work and/or attend meetings as required.
• Work may occasionally exceed 40 hours per week.
• Regular travel between locations is required.
• Ability to lift up to 30 lb in an office setting.
• Fluency in English and Spanish is strongly encouraged; bilingual requirements will be noted when mandatory.