Associate Advisor

Frost Bank; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Matching

Paid Time Off

Tuition Reimbursement

Wellness Program

Job summary

Frost Bank in Texas is seeking an Associate Advisor to perform registered associate duties with greater independence while advising customers on investment choices and building trust with integrity, caring, and excellence.

You will support Wealth Advisor in marketing, seminars, and implementing financial planning services for investment clients, with the ability to obtain required licenses within 90 days.

Qualifications

• Requires FINRA licenses (7/63/65 or 7/66) or ability to obtain within 90 days.
• 2+ years investment services experience or related.
• Excellent written and verbal communication skills.

Responsibilities

• Assist Wealth Advisor with marketing, business development, and seminar prep.
• Prepare and conduct educational seminars for branch personnel to generate referrals.
• Assist Wealth Advisor with implementing financial planning services for investment clients.
• Conduct appointments with customers to present mutual funds and investments.

Skills

Licensing (FINRA 7/63/65)

Sales experience

Communication

MS Office

Job description

Job Description

It’s about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers’ complex problems and delivering next-level customer experience to everyone you meet? If so, the Associate Advisor role might be for you! At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As an Associate Advisor, you will be responsible for performing functions of a Registered Associate but with significantly greater independence and responsibility; and having the knowledge required to make investment recommendations to our customers. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.

What you’ll do:

• Assist Wealth Advisor on marketing, business development, seminar preparation and presentation
• Prepare and conduct educational seminars for branch personnel in order to enhance referral sources
• Assist Wealth Advisor with implementation of financial planning services for Investment customers
• Conduct appointments with customer for purposes of selling appropriate mutual funds or other investments
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 90 days Texas Group 1 Insurance License (Life, Accident, Health, and HMO) or, the ability to obtain necessary licenses within 90 days
• Current or past experience selling investment products and services with 2+ years Investment Services experience
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications

Our Benefits

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• Medical, dental, vision, long-term, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!

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 is banking customer satisfaction. At Frost, it’s about being part of something bigger.

Our Most Important Relationship Starts Here

Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry. To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package.

View Employment Notices and Policies

Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.