Wealth Management Financial Advisor (7th Street/Hurst - Fort Worth Markets)
American National Bank
- Hurst, TX
- Permanent
- Full-time
- 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
- 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
- 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.