Wealth Advisor Associate: Portfolio Strategy & Growth

Frost Bank; Austin (TX); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Long-term disability insurance

Life insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness program

Job summary

Frost Bank in Texas seeks an Associate Wealth Advisor to analyze portfolio performance and manage Frost Wealth Management clients. You will develop data-driven investment recommendations and execute trades to maintain allocations, while growing the client base and coordinating with internal teams to deliver exceptional service.

The ideal candidate holds relevant licenses, a degree in business/finance/economics, and excels in communication and integrity.

Qualifications

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

Responsibilities

• Analyze portfolio performance and ensure adherence to objectives.
• Create data-driven investment distribution recommendations.
• Execute securities trades to maintain target allocations.
• Develop new Frost Wealth Management relationships.
• Retain and expand client relationships as primary contact.
• Collaborate with internal teams to boost visibility and growth.
• Act with integrity, caring, and excellence in all interactions.

Skills

Relationship-building

Analytical thinking

Communication skills

Microsoft Office proficiency

Education

Bachelor’s degree in Business/Finance/Economics

FINRA Series 7/63/65 or 7/66 licenses

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

Tools

FactSet

Bloomberg

Trading applications

Job description

Frost Bank in Texas seeks an Associate Wealth Advisor to analyze portfolio performance and manage Frost Wealth Management clients. You will develop data-driven investment recommendations and execute trades to maintain allocations, while growing the client base and coordinating with internal teams to deliver exceptional service.

The ideal candidate holds relevant licenses, a degree in business/finance/economics, and excels in communication and integrity.