Associate Wealth Advisor

Frost; Austin (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost is seeking an Associate Wealth Advisor to help clients establish a financial foundation, analyze portfolio performance, and ensure adherence to strategic objectives. You will manage Frost Wealth Management relationships, collaborate across internal teams, and deliver trusted advice with integrity.

The role emphasizes building long‑term client confidence and delivering exceptional service. You will contribute to investment strategies, execute trades to align portfolios with targets, and

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• FINRA Series 7, 63, and 65 licenses or ability to obtain within 120 days of hire; Life, Accident, Health, and HMO insurance licenses or ability to obtain within 120 days.
• Proficient with macroeconomics, financial markets, and various security types; adept at data retrieval and summarization.
• Excellent written and verbal communication skills; strong MS Office skills.

Responsibilities

• Analyze portfolio performance and holdings on assigned accounts to ensure alignment with Frost Wealth objectives.
• Create advanced data models to present investment distribution recommendations to wealth advisors.
• Execute securities trades to maintain target asset allocations.
• Develop Frost Wealth Management relationships to grow business.
• Serve as primary contact to retain and expand client relationships in the portfolio.
• Collaborate with internal teams and broader professional community to enhance visibility and growth.
• Act with integrity, caring, and excellence to achieve optimal outcomes.

Skills

Analytical skills

Client relationships

Software proficiency

Education

Bachelor’s degree in Business, Finance, Economics, or related discipline; or equivalent experience

Tools

FactSet

Bloomberg

Trading applications

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 Wealth Advisor role might be for you!

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 Wealth 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 Wealth Advisor, you are a fountain of knowledge. You will use your expertise to analyze portfolio performance and ensure they adhere to strategic objectives. You value relationships and are excited to retain and manage those of Frost Wealth Management clients and internal teams. 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

• Analyze portfolio performance and holdings on assigned book of accounts to ensure that accounts adhere to strategic objectives set by Frost Wealth Advisors
• Create advanced data models to present informed investment distribution recommendations to wealth advisors
• Execute securities trades to ensure portfolios maintain target asset allocations
• Drive business growth by proactively developing new Frost Wealth Management relationships
• Retain and expand existing Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients.
• 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

What You’ll Need

• 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
• Advanced understanding of macroeconomics, financial markets, and various security typesAbility to leverage software systems to quickly find and summarize data
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Additional Preferred Skills

• Proficiency in the use of FactSet, Bloomberg, and trading 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 in banking customer satisfaction. At Frost, it’s about being part of something bigger.