Wealth Advisor I

Frost; Mason (FL); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Tuition reimbursement

Paid time off

Referral bonus

Job summary

Frost Wealth Management is seeking a Wealth Advisor I to help clients build financial plans and deliver tailored investment and wealth management solutions. You will engage with clients to understand goals, provide sound guidance, and market Frost Banking and Wealth Management services.

You will develop relationships built on integrity, caring, and excellence while collaborating with internal teams to meet client needs and drive growth.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint).

Responsibilities

• Manage and grow Frost Wealth Management relationships for a portfolio of clients.
• Provide financial planning guidance and tailored wealth solutions.
• Meet with clients regularly to review plans and investment objectives.
• Collaborate with internal partners to deliver coordinated proposals and presentations.
• Deliver exceptional service and build long-term client relationships.

Skills

Written communication

Verbal communication

Organizational skills

Time management

Microsoft Office

Education

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

Tools

Microsoft Office

Job description

Job Description

It’s about helping others establish a financial foundation and build their dreams.

Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers’ complex problems and delivering next-level customer experience to everyone you meet? If so, the Wealth Advisor I role might be for you!

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Wealth Advisor I, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. More than that, this role is about building relationships and doing so with integrity, caring, and excellence.

What you’ll do:

• Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $150,000 and $350,000

• Expand client relationships by recommending tailored investment, insurance, and banking solutions

• Meet with clients regularly to review financial plans and client investment portfolio objectives in alignment with compliance and regulations

• Collaborate with internal partners to deliver coordinated proposals and presentations that meet client needs

• Deliver exceptional service and build long-term relationships based on trust and performance

• Build relationships across internal teams and within the broader professional community to enhance visibility and drive business growth

• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

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

• FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 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 of hire

• Strong organizational and time management skills

• Excellent written and verbal communication skills

• Proficiency in Microsoft computer applications

Additional Preferred Skills:

• Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA

Frost Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• Medical, dental, vision, long-term disability, and life insurance

• 401(k) matching

• Generous holiday and paid time off schedule

• Tuition reimbursement

• Extensive health and wellness programs, including our Employee Assistance Program

• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger.