Senior Wealth Advisor: Grow Portfolios & Client Plans

Frost Bank; Dallas (TX); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Health, dental, vision

Paid time off

Tuition reimbursement

Employee assistance program

Referral bonus

Job summary

Frost Bank seeks a Wealth Advisor III to deepen client relationships and provide comprehensive financial planning. You will act as primary contact for a portfolio, recommending investments, insurance, and banking solutions to meet client goals while maintaining regulatory compliance.

Ideal candidates hold FINRA licenses and a Life/Health insurance line, with strong communication and organizational skills to collaborate across Frost Wealth Management and internal partners.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related discipline or equivalent experience.
• FINRA Series 7, 63, and 65 licenses or ability to obtain within 120 days of hire.
• General Lines Agent License: Life, Accident, Health, and HMO Insurance or ability to obtain within 120 days.

Responsibilities

• Retain and grow Frost Wealth Management relationships as primary contact for a client portfolio.
• Expand client relationships by recommending tailored investment, insurance, and banking solutions.
• Meet with clients regularly to review financial plans and portfolio objectives for compliance.
• Collaborate with internal partners to deliver coordinated proposals and presentations.
• Deliver exceptional service and build long-term relationships based on trust and performance.

Skills

FINRA licenses

General Lines License

Client relationship

Communication skills

Time management

Microsoft Office

Education

Bachelor's degree in Business/Finance/Economics or related discipline

Tools

Microsoft Office

Job description

Frost Bank seeks a Wealth Advisor III to deepen client relationships and provide comprehensive financial planning. You will act as primary contact for a portfolio, recommending investments, insurance, and banking solutions to meet client goals while maintaining regulatory compliance.

Ideal candidates hold FINRA licenses and a Life/Health insurance line, with strong communication and organizational skills to collaborate across Frost Wealth Management and internal partners.