Retirement Services Advisor I

Frost Bank; Austin (TX); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical and vision

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Employee Assistance Program

Referral bonus

Job summary

Frost Bank in Austin, TX is hiring a Retirement Services Advisor I to nurture and expand client relationships around retirement plans and IRAs. You’ll engage clients, coordinate meetings, and collaborate with plan sponsors to deliver personalized retirement strategies.

You will administer IRAs, advise on distribution planning, and support education sessions, while upholding Frost's commitment to integrity, service, and excellence in every interaction.

Qualifications

• Bachelor’s degree in Finance or Economics or equivalent experience.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.
• Knowledge of Frost’s retirement products and services (preferred).

Responsibilities

• 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

Skills

Communication skills

Relationship building

Customer engagement

Education

Bachelor's degree in Finance or Economics

Tools

Microsoft Office

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:

• 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.

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.

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.