Retirement Services Advisor I

Frost; Austin (TX); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Tuition reimbursement

Job summary

Frost in Austin, Texas is seeking a Retirement Services Advisor I to build trusted relationships with clients and help them pursue financial success. You will manage retirement plans, IRAs, and custody accounts, coordinating with sponsors and employees to review plans and educate clients.

Ideal candidates have a finance/economics background or equivalent experience, strong communication, and proficiency with Microsoft tools.

Qualifications

• Bachelor’s degree, preferably in Finance or Economics; or equivalent experience.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.

Responsibilities

• Act as advisor for retirement plan, IRA, and institutional custody clients with focus on customer engagement.
• Schedule and participate in client meetings to ensure needs are addressed.
• Coordinate with retirement plan sponsors and assist with employee education meetings.
• Administer Individual Retirement Accounts, establish accounts, define investment objectives, monitor distributions, and validate reporting.

Job description

Job Description

_ It’s about being there and building trust. _

Do you consider yourself to be a self-starter? Do you enjoy using your expertise to set others up for financial success? Are you willing to step outside your comfort zone to provide next-level products, services, and opportunities to our customers? If so, then the Retirement Services Advisor I 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 a Retirement Services Advisor I , it’s all about building relationships. In this role, you are responsible for the overall quality and longevity of our customers’ relationships with the bank. Our trust Retirement Services Advisors are adaptable, inquisitive, and driven to succeed. 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:

• Act as the advisor for retirement plan, IRA, and institutional custody clients, focusing on customer engagement
• Proactively schedule and participate in client meetings to ensure their needs are consistently addressed
• Communicate and coordinate with retirement plan sponsors, supporting the preparation of plan investment reviews and assisting with employee education meetings
• Administer assigned Individual Retirement Accounts, meet with clients and investment personnel to establish accounts and define investment objectives, monitor required minimum distributions, and validate 1099-R and 5498 reporting for accuracy
• Act as a point of contact for operational questions and assist with departmental training initiatives
• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• Bachelor’s degree, preferably in Finance or Economics; or equivalent experience
• Excellent written and verbal communication skills
• Proficiency in Microsoft applications

Additional Preferred Skills:

• Knowledge of Frost’s retirement products and services

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.