Senior Wealth Advisor: Financial Planning & Growth

Frost Bank; Leander (TX); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long-term disability

Life insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness program

Referral bonus

Job summary

Frost Bank in Texas seeks a Wealth Advisor III to help clients build financial plans, provide sound guidance, and proactively market Frost Banking and Wealth Management products and services. You’ll focus on retirement planning and investments while building deep client relationships with integrity, caring, and excellence.

You’ll retain and grow Frost Wealth Management relationships, meet with clients regularly, collaborate with internal partners to deliver coordinated proposals, and drive

Qualifications

• Bachelor’s degree or equivalent experience in business/finance or related field.
• FINRA Series 7, 63, and 65 licenses (or ability to obtain within 120 days).
• General Lines Agent License: Life, Accident, Health, and HMO (or ability to obtain).
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office applications.

Responsibilities

• Retain and grow Frost Wealth Management relationships by serving as a primary contact for a client portfolio with significant annual production.
• Expand client relationships by recommending tailored investment, insurance, and banking solutions.
• Meet with clients regularly to review financial plans and portfolio objectives in line with compliance.
• Collaborate with internal partners to deliver coordinated proposals and presentations.
• Deliver exceptional service and build long-term relationships based on trust and performance.
• Build relationships across internal teams and the broader professional community to drive growth.
• Act with integrity, care, and excellence to achieve win-win outcomes.

Skills

Organizational skills

Time management

Communication skills

Client relationship skills

CFP

CWS

CPA

CFA

Education

Bachelor’s degree in Business/Finance/Economics

FINRA Series 7, 63, and 65 licenses

General Lines Agent License (Life, Accident, Health, HMO)

Tools

Microsoft Office

Job description

Frost Bank in Texas seeks a Wealth Advisor III to help clients build financial plans, provide sound guidance, and proactively market Frost Banking and Wealth Management products and services. You’ll focus on retirement planning and investments while building deep client relationships with integrity, caring, and excellence.

You’ll retain and grow Frost Wealth Management relationships, meet with clients regularly, collaborate with internal partners to deliver coordinated proposals, and drive