American National Bank of Texas

Associate Advisor

3 months ago
Job ID
2017-2061
US-TX-Rockwall
ANBTX Wealth Management

Overview

Guided by our values since 1875, American National Bank of Texas strives, through the power of relationships, to be the preferred bank of choice for individual and business customers in the communities that we serve.

Building relationships with our customers, employees, and communities are at the core of everything we do. Join us as we provide our customers with solutions, not just products.  We believe in teamwork and empowering high performers who are committed to our mission while achieving personal and professional success. 

Responsibilities

The Associate Advisor facilitates greater productivity and enhances customer service for Wealth Management Investment and Advisory Services.  The Associate Advisor supports Financial Consultants and focuses on the service needs of small to medium size client relationships.  Associate Advisors are responsible for individual and team production focused on increasing revenue growth through the sale of brokerage and/or advisory investment products based on the needs and goals of existing and new customer relationships within limited approval authorities.

Qualifications

  • High school diploma or GED required
  • Bachelor’s Degree or equivalent combination of education and experience.
  • 1-3 years of related experience and/or training in the investment, retail management, banking, insurance or financial/accounting industries.
  • Requires commitment to earn the 6, 65, 7 and life, Accident and Health Insurance licenses within 24-36 months.
  • Proficient in systems such as Microsoft Office (Word, Excel, PowerPoint), Synapsis, Sales Force CRM, Silver Lake, Branch Net or similar software preferred. 
  • Excellent verbal and written communications skills
  • Financial acumen and analytical skills; must be detail-oriented
  • Ability to read, analyze, and interpret various forms of communication
  • Strong problem solving skills and strength in financial calculations

 

Equal Opportunity Employer

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