Wealth Advisor I — Personal Financial Planner

Frost Bank; Town of Texas (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Generous holiday and paid time off

Job summary

Frost Bank is seeking a Wealth Advisor I to help clients build solid financial plans, provide sound guidance, and proactively market Frost Banking and Wealth Management solutions. You’ll focus on retirement planning, investments, and related services, while getting to know clients and their families to help them reach financial goals.

The role emphasizes relationship-building, integrity, and excellence through teamwork with Frost’s banking and wealth teams.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related discipline.
• FINRA Series 7, 63, and 65 licenses or FINRA 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 applications.

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 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 act with integrity, caring, and excellence to achieve all-win outcomes.

Skills

Relationship building

Client service

Financial planning basics

Communication skills

Microsoft Office

Education

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

Tools

FINRA Series 7 license

FINRA Series 63 license

FINRA Series 65 license

General Lines Agent License: Life, Accident, Health, and HMO

Job description

Frost Bank is seeking a Wealth Advisor I to help clients build solid financial plans, provide sound guidance, and proactively market Frost Banking and Wealth Management solutions. You’ll focus on retirement planning, investments, and related services, while getting to know clients and their families to help them reach financial goals.

The role emphasizes relationship-building, integrity, and excellence through teamwork with Frost’s banking and wealth teams.