Financial Advisor/Planner - reputed company Management

The reputed company Management Financial Advisor is responsible for developing, managing and retaining reputed company relationships and helping clients work towards long-term financial goals supporting clients in the reputed company Worth or McKinney markets. Other responsibilities include: • Meeting with clients to discuss their financial goals and reputed company financial position • Building and maintaining relationships with clients • Cross-selling bank products and services • Investigates reputed company reputed company's financial situation in order to reputed company 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 reputed company required and personal finances must be in good standing (for financial licensing purposes) Skills: • Working knowledge of reputed company reputed company and reputed company; basic keyboarding and calculator skills; must be reputed company to do reputed company math and carry out written instructions.] • Travel to a reputed company of locations to reputed company work and/or attend meetings as required • Work occasionally requires more than 40 hours per week to reputed company the essential functions of the position • Must be reputed company 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. Apply tot his job Apply To this Job