Financial Advisor III

Frost; Plano (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Tuition reimbursement

Employee assistance program

Referral bonus

Job summary

Frost Bank is seeking a Financial Advisor III in Plano, TX to help clients create tailored financial plans, offer sound advice, and grow Frost Banking and Brokerage relationships. You’ll focus on retirement planning, investments, and education funding, building deep client connections and delivering high-quality service.

You’ll work to meet client goals, market Frost products, and collaborate with professionals to optimize tax and estate planning, drawing on your licenses and experience.

Qualifications

• Bachelor's degree or 5+ years of related experience.
• FINRA Series 7, 63, 65 licenses or ability to obtain within 120 days
• General Lines Agent License: Life, Accident, Health, and HMO Insurance or ability to obtain within 90 days
• Proficient in Microsoft Office applications
• Excellent written and verbal communication skills
• Strong organization and time management abilities

Responsibilities

• Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice
• Actively develop new business while also managing and maintaining existing client relationships
• Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences
• Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding
• Collaborate with attorneys and accountants regarding estate, gift, and income tax planning
• Market investment products and services to new and existing Frost Bank and Frost Brokerage clients

Skills

Communication skills

Organization

Time management

Customer service

Education

Bachelor's Degree in Business, Economics, or related discipline

5+ years of related experience

Tools

Microsoft 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?

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 a Financial Advisor III , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.

What you’ll do:

• Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice

• Actively develop new business while also managing and maintaining existing client relationships

• Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences

• Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding

• Collaborate with attorneys and accountants regarding estate, gift, and income tax planning

• Market investment products and services to new and existing Frost Bank and Frost Brokerage clients

What you’ll need:

• Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years of related experience

• FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses or ability to obtain within 120 days

• General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days

• Proficient in Microsoft computer applications

• Excellent written and verbal communication skills

• Strong organization skills and time management ability

Additional Preferred Skills:

• 10+ years investment related sales experience, with portfolio management, security analysis, and client interaction experience

• Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA

• Master's Degree in Business, Economics, or related discipline

Frost 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 disability, 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. If this sounds like you, we encourage you to apply and see what's possible at Frost.