Senior Financial Advisor: Retirement & Wealth Planning

Frost; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus program

Job summary

Frost Bank in Dallas, Texas seeks a Financial Advisor III to help clients develop financial plans, offer sound advice, and proactively market Frost Banking and Brokerage products. You will build relationships and tailor retirement planning, investments, and more to client goals.

You will meet with clients regularly, analyze financial data, and collaborate with professionals to ensure comprehensive planning and service excellence.

Qualifications

• Bachelor’s Degree in Business, Economics, or related discipline; or 5+ years of related experience.

Responsibilities

• 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 also 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

Skills

Communication skills

Organizational skills

Time management

Client relationship building

Microsoft Office proficiency

Education

Bachelor’s Degree in Business, Economics, or related discipline

Tools

FINRA Series 7, 63, and 65 licenses

General Lines Agent License: Life, Accident, Health, and HMO Insurance

Job description

Frost Bank in Dallas, Texas seeks a Financial Advisor III to help clients develop financial plans, offer sound advice, and proactively market Frost Banking and Brokerage products. You will build relationships and tailor retirement planning, investments, and more to client goals.

You will meet with clients regularly, analyze financial data, and collaborate with professionals to ensure comprehensive planning and service excellence.