Financial Advisor/Planner - Wealth Management at American National Bank of Texas in Allen, TX
- Company: American National Bank of Texas
- Location: Allen, TX
- Posted: Sep 17, 2026
- Type: Full-time
- Experience: 5+ years
Overview
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 Collin County markets (Allen, Plano, McKinney). Other responsibilities include:
Job 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 Collin County markets (Allen, Plano, McKinney). 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
Responsibilities
- Developing, managing and retaining client relationships
- Helping clients work towards long-term financial goals
- 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
Requirements
- 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
Required
- Basic keyboarding and calculator skills
Preferred
- Fluent in English and Spanish