Wealth Advisor: Grow Portfolios & Client Trust

Frost; Austin (TX); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost is seeking an Associate Wealth Advisor to help clients establish a financial foundation, analyze portfolio performance, and ensure adherence to strategic objectives. You will manage Frost Wealth Management relationships, collaborate across internal teams, and deliver trusted advice with integrity.

The role emphasizes building long‑term client confidence and delivering exceptional service. You will contribute to investment strategies, execute trades to align portfolios with targets, and

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• FINRA Series 7, 63, and 65 licenses or ability to obtain within 120 days of hire; Life, Accident, Health, and HMO insurance licenses or ability to obtain within 120 days.
• Proficient with macroeconomics, financial markets, and various security types; adept at data retrieval and summarization.
• Excellent written and verbal communication skills; strong MS Office skills.

Responsibilities

• Analyze portfolio performance and holdings on assigned accounts to ensure alignment with Frost Wealth objectives.
• Create advanced data models to present investment distribution recommendations to wealth advisors.
• Execute securities trades to maintain target asset allocations.
• Develop Frost Wealth Management relationships to grow business.
• Serve as primary contact to retain and expand client relationships in the portfolio.
• Collaborate with internal teams and broader professional community to enhance visibility and growth.
• Act with integrity, caring, and excellence to achieve optimal outcomes.

Skills

Analytical skills

Client relationships

Software proficiency

Education

Bachelor’s degree in Business, Finance, Economics, or related discipline; or equivalent experience

Tools

FactSet

Bloomberg

Trading applications

Job description

Frost is seeking an Associate Wealth Advisor to help clients establish a financial foundation, analyze portfolio performance, and ensure adherence to strategic objectives. You will manage Frost Wealth Management relationships, collaborate across internal teams, and deliver trusted advice with integrity.

The role emphasizes building long‑term client confidence and delivering exceptional service. You will contribute to investment strategies, execute trades to align portfolios with targets, and