Associate Advisor
American National Bank of Texas - Royse City, TX

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POSITION SUMMARY:
Under general supervision, this position will facilitate greater productivity and enhance customer service for the Wealth Management Investments and Advisory Division. Will serve in a support role to Financial Consultants and will focus on the service needs of small to medium size client relationships. Associate Advisors are responsible for individual 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.

REQUIRED KNOWLEDGE:
Bachelor’s degree in business administration or equivalent: or three years of related experience and/or training in the Investment Services Industry, Series 6 and 63 required; obtain TX Life/Health Insurance license and Series 65 or 66 within 6 months of incumbency.

REQUIRED SKILLS, ABILITIES & BEHAVIORS:
Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures and governmental regulations; ability to write reports, answer correspondence and build sales presentations; effectively present branch employee training; ability to make, investment recommendations and respond to questions from clients, employees or the public; able to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form; utilize problem-solving skills to resolve issues involving several concrete variables in standardized situations; ability to add, subtract, multiply, and divide by using a calculator or other device, using whole numbers, common fractions and decimals; accurately compute interest rate, ratio, and percent and interpret graphs and other statistical information

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