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Wealth Management Advisor — Client Wealth & Plans
Job in
McKinney, Collin County, Texas, 75069, USA
Listed on 2025-12-28
Listing for:
American National bank of Texas
Full Time
position Listed on 2025-12-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution is seeking a Wealth Management Financial Advisor to develop and maintain client relationships in Fort Worth or McKinney, TX. The role requires a Bachelor's degree, 3-5 years of experience, and relevant NASD licenses. Key responsibilities include cross-selling bank products, advising clients on financial planning, and potentially working on physical bank premises. The ideal candidate should be fluent in both English and Spanish, with strong skills in Excel and basic math.
Competitive compensation and opportunity for career growth are offered.
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