Associate Wealth Advisor

Frost Bank; Austin (TX); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long-term disability insurance

Life insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness program

Job summary

Frost Bank in Texas seeks an Associate Wealth Advisor to analyze portfolio performance and manage Frost Wealth Management clients. You will develop data-driven investment recommendations and execute trades to maintain allocations, while growing the client base and coordinating with internal teams to deliver exceptional service.

The ideal candidate holds relevant licenses, a degree in business/finance/economics, and excels in communication and integrity.

Qualifications

• Bachelor’s degree or equivalent experience in business/finance/economics.
• FINRA licenses or ability to obtain within 120 days of hire.
• General Lines Agent license or ability to obtain within 120 days.

Responsibilities

• Analyze portfolio performance and ensure adherence to objectives.
• Create data-driven investment distribution recommendations.
• Execute securities trades to maintain target allocations.
• Develop new Frost Wealth Management relationships.
• Retain and expand client relationships as primary contact.
• Collaborate with internal teams to boost visibility and growth.
• Act with integrity, caring, and excellence in all interactions.

Skills

Relationship-building

Analytical thinking

Communication skills

Microsoft Office proficiency

Education

Bachelor’s degree in Business/Finance/Economics

FINRA Series 7/63/65 or 7/66 licenses

General Lines Agent License (Life/Accident/Health/HMO)

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! 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 types
• Ability 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.

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.

Frost was named to Forbes magazine's list of the Best Employers.

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.

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