Careers
A career with AMG National Trust Bank can be one of the most rewarding experiences of your life. We value employees as both contributors to the corporation’s success and as people. AMG provides career growth opportunities through education, certification, and training programs, as well as through performance feedback.
AMG National Trust Bank has been in business for nearly 35 years and provides professional, challenging career opportunities. We are dedicated to an entrepreneurial environment where employees are encouraged to contribute their knowledge and ideas.
Our excellent benefit package includes multiple medical plan offerings, vision and dental coverage, company-paid short- and long-term disability, life/AD&D insurance 2x annual salary, medical flex, dependent care, and transit reimbursement accounts, 401(k) plan, and bank holidays.
Interested candidates should submit resumes with cover letters and salary histories to employment@amgnational.com.
Financial Analyst
Positions available in Englewood, CO and Chicago, IL
In this position, you will work closely with our high net worth clients to understand their financial situations. This position is responsible for preparing and analyzing net worth, income tax, estate tax, insurance planning, and monitoring and implementing investment strategies. To do this, you will gather data from clients, use internal models to prepare and analyze strategies, and review analysis output for accuracy. You will also prepare materials for financial advisor meetings.
You will maintain strong analytical skills in financial, numerical, economic and other areas of financial planning and accurately assess what is important for each client, prepare written and oral reports concerning each client’s financial situation, and develop new ideas for clients’ strategies. You will assist financial advisors in determining appropriate course of action regarding investments, taxes, insurance, estate planning, employee benefits and retirement planning and send follow up letters to clients and respond to client calls.
You will ensure investment strategies are implemented and possess awareness of client account transactions, and complete forms, applications, wire transfers and investment trade requests. You may attend meetings with financial advisors and will efficiently use proprietary computer programs and models.
The ideal candidate will possess a B.S. in Finance/Economics or related degree and two years experience in a financial services environment. Candidate must be highly proficient using MS Excel. Experience with asset allocation, taxes, estate-planning investments, and other key wealth management issues desired. Candidate should also possess the following:
- Effective written and verbal communication skills
- Experience performing financial and quantitative analysis
- Flexible; adapts to new tasks and responsibilities
- Thorough and attentive to details
- Self-motivated; works hard and follows through
- Performs high-quality, accurate work
- Able to multi-task
- Possesses strong cooperation and a positive attitude
- Effectively prioritizes, communicates and manages workflow and meets deadlines
AMG National Trust Bank is an Equal Opportunity Employer.
AMG complies with the Family and Medical Leave Act. See "Employee Rights and Responsibilities under the Family and Medical Leave Act."