Senior Wealth Advisor: Grow Client Wealth & Secure Futures

Frost; Leander (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

PTO and holidays

Tuition reimbursement

Employee assistance program

Referral bonus

Job summary

Frost Wealth Management in Texas seeks a Wealth Advisor III to help clients build financial plans and achieve goals. You will market Frost products, manage relationships, and advise on retirement, investments, and insurance with integrity and excellence.

You will collaborate across teams to deliver comprehensive proposals and ensure client satisfaction, while meeting regulatory standards and maintaining professional certifications.

Qualifications

• Bachelor’s degree or equivalent experience in business or finance.
• FINRA licenses or ability to obtain within 120 days of hire.
• General Lines Agent License or ability to obtain within 120 days.

Responsibilities

• Serve as primary contact to a client portfolio, retaining and growing Frost Wealth.
• Recommend tailored investment, insurance, and banking solutions.
• Meet clients regularly to review financial plans and portfolios.
• Collaborate with internal partners to deliver coordinated proposals.
• Deliver exceptional service and build long-term relationships based on trust.
• Build visibility and drive growth through internal and external networks.
• Act with integrity, caring, and excellence to achieve outcomes.

Skills

Relationship building

Client communication

Education

Bachelor’s degree in Business, Finance, Economics

FINRA licenses: 7/63/65 or 7/66 ability to obtain

Job description

Frost Wealth Management in Texas seeks a Wealth Advisor III to help clients build financial plans and achieve goals. You will market Frost products, manage relationships, and advise on retirement, investments, and insurance with integrity and excellence.

You will collaborate across teams to deliver comprehensive proposals and ensure client satisfaction, while meeting regulatory standards and maintaining professional certifications.