Financial Advisor/Planner - Wealth Management
American National Bank of Texas•Dallas, TX
278d
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About The Position
The Wealth Management Financial Advisor is responsible for developing, managing and retaining client relationships and helping clients work towards long-term financial goals. 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, and investigating each client's financial situation in order to provide investment and financial planning advice. This position may require work on physical bank premises.
