Senior Financial Advisor: Planning, Retirement & Investments

Frost Bank; Plano (TX); Vor Ort; USD 80.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision insurance

401(k) matching

Generous holidays and PTO

Zusammenfassung

Frost Bank in Texas seeks an experienced Financial Advisor III to help clients build comprehensive financial plans, deliver sound advice, and promote Frost Banking and Brokerage solutions. You’ll focus on retirement planning, investments, and wealth strategies while cultivating lasting client relationships.

The role emphasizes collaboration with professionals, accurate data analysis, and a client-centric approach to helping families achieve long-term financial goals within Frost’s trusted

Qualifikationen

• Bachelor's degree in Business, Economics, or related discipline, or 5+ years of related experience.
• FINRA Series 7, 63, and 65 licenses; or Series 7 and 66 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.

Aufgaben

• 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 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.

Kenntnisse

Financial planning

Client relationship management

Communication skills

Time management

Microsoft Office

Ausbildung

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

Tools

FINRA licenses: Series 7/63/65

General Lines Agent License

Jobbeschreibung

Frost Bank in Texas seeks an experienced Financial Advisor III to help clients build comprehensive financial plans, deliver sound advice, and promote Frost Banking and Brokerage solutions. You’ll focus on retirement planning, investments, and wealth strategies while cultivating lasting client relationships.

The role emphasizes collaboration with professionals, accurate data analysis, and a client-centric approach to helping families achieve long-term financial goals within Frost’s trusted