What are the responsibilities and job description for the Financial Advisor/Planner - Wealth Management position at CMYK-WHT midnight background?
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
- Investigates each client's financial situation in order to provide 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 check required and personal finances must be in good standing (for financial licensing purposes)
Skills:
- 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.] - Travel to a variety of locations to perform work and/or attend meetings as required
- Work occasionally requires more than 40 hours per week to perform the essential functions of the position
- Must be able 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.
