Financial Advisor/Planner - Wealth Management

External Candidates Only • Allen, TX

12d • Hybrid

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 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.

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)
• Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions.

Nice To Haves

• fluent in English and Spanish

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level