Financial Planning Specialist

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

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Generous paid time off

Tuition reimbursement

Employee wellness programs

Referral bonus program

Job summary

Frost Bank in Dallas, TX is seeking a Financial Planning Specialist to support Frost Wealth Management. You will help prepare client-focused financial plans using planning software and your communication skills to ensure high quality outcomes.

The role emphasizes accuracy, timely delivery, and adherence to industry standards, with a values-driven culture that prioritizes integrity and client outcomes.

Qualifications

• Bachelor's degree required in a relevant field.
• Experience producing financial plans and using financial planning software.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office applications.

Responsibilities

• Deliver or review Wealth Advisor plans to ensure quality and feasibility.
• Stay up to date on tax laws and industry standards.
• Maintain integrity, caring, and excellence to achieve successful outcomes.

Skills

Excellent written and verbal comms

Attention to detail

Excellent time management

Organizational skills

Education

Bachelor's degree

CFP designation

SIE license

Series 7 license

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:

• 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!

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.

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.

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.