Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
As a Financial Planning Specialist, you will serve as a quality control expert within Frost Wealth Management, assisting in the preparation, review, and delivery of client-focused financial plans while maintaining high standards of integrity and excellence.
Responsibilities
- Deliver or review financial plans created by Wealth Advisors to ensure quality and feasibility
- Maintain up-to-date knowledge of tax laws and industry regulations
- Apply company values of integrity, caring, and excellence to achieve positive outcomes
Requirements
- Bachelor’s degree
- Experience producing financial plans
- Experience working with financial planning software
- Excellent written and verbal communication skills
- Proficiency in Microsoft computer applications
- Excellent time management and organizational skills
Skills
- Financial planning software proficiency
- Knowledge of financial services industry
- Effective communication
- Time management
- Organizational skills
- SIE License
- Series 7 License
- Certified Financial Planner (CFP) designation
Education Level
- Bachelor’s degree
Benefits
- Medical, dental, and vision insurance
- Long-term and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs
- Employee Assistance Program
- Referral bonus program
About the Company
- Frost has provided banking, investment, and insurance services since 1868
- One of the 50 largest U.S. banks by asset size
- Leader in banking customer satisfaction
- Operates throughout Texas