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About the Role
As a Wealth Advisor II, you will help clients develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services. This role focuses on building relationships and helping clients reach their financial goals.
Responsibilities
- Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000
- Expand client relationships by recommending tailored investment, insurance, and banking solutions
- Meet with clients regularly to review financial plans and client investment portfolio objectives in alignment with compliance and regulations
- Collaborate with internal partners to deliver coordinated proposals and presentations that meet client needs
- Deliver exceptional service and build long-term relationships based on trust and performance
- Build relationships across internal teams and within the broader professional community to enhance visibility and drive business growth
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Requirements
- Bachelor’s degree in Business, Finance, Economics, or related discipline; or equivalent experience
- FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses; or ability to obtain within 120 days of hire
- General Lines Agent License: Life, Accident, Health, and HMO Insurance; or ability to obtain within 120 days of hire
- Strong organizational and time management skills
- Excellent written and verbal communication skills
- Proficiency in Microsoft computer applications
Skills
- Financial planning
- Customer experience
- Investment
- Insurance
- Banking
- Retirement planning
- Microsoft computer applications
Location
- Texas
Work Type
- Full-time
Experience Level
- Wealth Advisor II
Education Level
- Bachelor's degree in Business, Finance, Economics, or related discipline
- Certified Financial Planner
- Certified Wealth Strategist
- CPA
- CFA
- CIMA
- CTFA
Salary/Compensations
- $350,000 - $750,000
Benefits
- Medical, dental, vision, long-term disability, 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
- Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
- Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction.
- At Frost, it’s about being part of something bigger.