Senior Wealth Planner & Client Advocate

frostbank

Victoria (TX)

On-site

USD 90,000 - 150,000

Full time

6 days ago

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Benefits offered by this job

Medical, dental, vision

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Employee wellness programs

Job summary

Frost Bank is seeking a Wealth Advisor II in Texas to help clients develop financial plans, offer sound advice, and proactively market Frost Banking and Wealth Management products. You will focus on retirement planning, investments, and client education while building lasting relationships.

You will meet with clients to review plans, collaborate with teams, and deliver excellent service with integrity and care.

Qualifications

Bachelor's degree in Business, Finance, Economics or related field.
FINRA licenses or ability to obtain within 120 days of hire.
General Lines Agent License or ability to obtain within 120 days of hire.
Strong organizational and time management skills.
Excellent written and verbal communication skills.
Proficiency with Microsoft Office.

Responsibilities

Retain and grow Frost Wealth Management relationships as primary contact for a client portfolio with annual revenue from production between $350k and $750k.
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.
Act with integrity, care and excellence to achieve all-win outcomes.