American National Bank of Texas Benefits Overview

Oversee financial reporting, regulatory filings, month-end and year-end close processes, general ledger activities, reconciliations, financial statements, tax calculations, audits, and accounting policy updates for a bank holding company and affiliates. Review accounting records, resolve discrepancies, maintain lease schedules, support software reviews, and provide leadership and backup oversight for accounting staff and accounts payable functions.

Develops, manages, and retains wealth management clients in Collin County. Meets with clients to assess financial goals and situations, provides investment and financial planning advice, cross-sells bank products, and maintains client relationships. Requires regular travel between locations, occasional extended hours, and potential work at physical bank premises. Candidates need a bachelor’s degree or equivalent experience, 3–5 years of financial advisor experience, applicable securities and insurance licenses, and successful background and financial checks.

Develops and retains wealth-management client relationships, assesses financial situations, and provides investment and financial-planning advice. Meets clients regarding goals, cross-sells banking products, and supports long-term financial objectives across Tarrant County locations. Requires regular travel between sites, possible extended hours, and occasional lifting. Candidates need a bachelor’s degree or equivalent experience, 3–5 years of financial-advisor experience, securities and insurance licenses, and a satisfactory background and financial standing.