Associate Wealth 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

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.