Wealth Advisor I: Grow Client Portfolios & Plans

Frost; Houston (TX); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Employee Assistance Program

Referral bonus

Job summary

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

In this role you’ll meet clients regularly, review plans, and collaborate with internal partners to deliver tailored proposals, ensuring compliant, thoughtful guidance and strong

Qualifications

• Bachelor’s degree or equivalent experience in business, finance, or related field.
• FINRA licenses or ability to obtain within 120 days of hire.
• Insurance 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 applications.

Responsibilities

• Retain and grow Frost Wealth Management relationships with a client portfolio and revenue targets.
• Expand client relationships by recommending tailored investment, insurance, and banking solutions.
• Meet with clients regularly to review financial plans and portfolio objectives.
• 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 to drive growth.
• Act with integrity, caring, and excellence to achieve win-win outcomes.

Skills

Financial planning

Client relationships

Sales & marketing

Communication

Time management

Team collaboration

Education

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

FINRA Series 7, 63, and 65 licenses; or ability to obtain within 120 days

General Lines Agent License: Life, Accident, Health, and HMO Insurance; or ability to obtain within 120 days

Tools

Microsoft Office

Job description

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

In this role you’ll meet clients regularly, review plans, and collaborate with internal partners to deliver tailored proposals, ensuring compliant, thoughtful guidance and strong