Financial Advisor / Planner - Wealth Management

Description

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 the Fort Worth or McKinney markets. 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 :

and carry out written instructions.]

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 Employer

This 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.