Financial Advisor/Planner - Wealth Management

About the role

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).

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

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.