Wealth Advisor I: Client-Focused Financial Planner

frostbank; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Generous holiday and PTO

Tuition reimbursement

Employee Assistance Program

Job summary

Frost Bank in Houston seeks a Wealth Advisor I to help clients develop financial plans, provide sound advice, and proactively market Frost Banking and Wealth Management products and services. You’ll focus on retirement planning, investments, and building lasting client relationships with integrity and excellence.

You will retain and grow wealth management relationships, meet regularly with clients to review plans and portfolios, and collaborate with internal partners to deliver tailored

Qualifications

• 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 Office

Responsibilities

• 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

Skills

Client relationships

Financial planning

Communication skills

Organizational skills

MS Office

FINRA Series 7,63,65

General Lines Agent License

Education

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

Tools

Microsoft Office

Job description

Frost Bank in Houston seeks a Wealth Advisor I to help clients develop financial plans, provide sound advice, and proactively market Frost Banking and Wealth Management products and services. You’ll focus on retirement planning, investments, and building lasting client relationships with integrity and excellence.

You will retain and grow wealth management relationships, meet regularly with clients to review plans and portfolios, and collaborate with internal partners to deliver tailored