Financial Planning Specialist

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

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus

Job summary

Frost Wealth Management is seeking a Financial Planning Specialist to support the preparation and delivery of client-focused financial plans. You will leverage your planning software knowledge and communication skills to help craft quality strategies for Frost clients.

The role emphasizes integrity, care, and excellence in servicing clients and collaborating with Wealth Advisors. Bachelor’s degree and strong organizational skills are essential.

Qualifications

• Bachelor’s degree required.
• Experience producing financial plans and using planning software.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office applications.
• Excellent time management and organizational skills.

Responsibilities

• Deliver or review Wealth Advisor’s financial plans to ensure quality and feasibility.
• Stay up to date on tax laws and financial regulations relevant to client plans.
• Apply integrity, caring, and excellence to achieve favorable outcomes for clients.

Skills

Excellent communication

Time management

Financial planning knowledge

Detail oriented

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

Job Description

It’s about supporting people, our people.

Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Financial Planning Specialist might be the role 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 a Financial Planning Specialist, you are our quality control. In this role, you will assist in the preparation of financial plans within Frost Wealth Management. You will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans. You welcome a challenge and want to improve financial performance with integrity, caring, and excellence in mind.

What you’ll do:

• Deliver or review Wealth Advisor’s financial plans created for Frost clients to ensure quality and feasibility
• Keep up to date on tax law and regulations to remain knowledgeable on industry standards
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• Bachelor’s degree
• Experience in producing financial plans and working with financial planning software
• Excellent written and verbal communication skills
• Proficient in Microsoft computer applications
• Excellent time management and organizational skills

Additional Preferred Skills:

• SIE and Series 7 License
• Certified Financial Planner (CFP) designation

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 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.