Senior Wealth Advisor II: Build Plans & Relationships

Frost; New Braunfels (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Holiday and PTO

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost in Texas is seeking a Wealth Advisor II to help clients build financial foundations, craft comprehensive plans, and advise on investments, retirement and insurance. You’ll develop trusted relationships and deliver an outstanding client experience.

You’ll manage a portfolio with annual revenue from production between $350k and $750k, meet with clients regularly, and collaborate with internal teams to ensure tailored solutions that reflect integrity and excellence.

Qualifications

• Builds client relationships and delivers tailored financial guidance.
• Experience solving complex customer problems and delivering exceptional service.
• Ability to market Frost Banking and Wealth Management products insightfully.

Responsibilities

• Retain and grow Frost Wealth Management relationships by serving as a primary contact for a client portfolio with annual revenue from production range of $350,000–$750,000.
• 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.

Skills

Client relationships

Financial planning

Investment guidance

Retirement planning

Communication

Education

Bachelor’s degree in Business/Finance/Economics

Tools

MS Office

Job description

Frost in Texas is seeking a Wealth Advisor II to help clients build financial foundations, craft comprehensive plans, and advise on investments, retirement and insurance. You’ll develop trusted relationships and deliver an outstanding client experience.

You’ll manage a portfolio with annual revenue from production between $350k and $750k, meet with clients regularly, and collaborate with internal teams to ensure tailored solutions that reflect integrity and excellence.