Wealth Advisor II

Frost Bank; Fredericksburg (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) matching

Paid time off

Tuition reimbursement

Employee assistance program

Job summary

Frost Bank in Texas seeks a Wealth Advisor II to help clients build financial foundations and reach their goals. You’ll develop financial plans, offer investment and banking guidance, and market Frost Wealth Management products with integrity and excellence.

You’ll meet regularly with clients to review plans and portfolios, collaborate with internal partners, and deliver personalized advice while complying with regulations. The role emphasizes strong relationships and exceptional service.

Qualifications

• Bachelor’s degree or equivalent experience in a relevant field.
• FINRA licenses or ability to obtain within 120 days.
• Insurance license or ability to obtain within 120 days.
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft applications.

Responsibilities

• Retain and grow Frost Wealth Management relationships as primary contact for a client portfolio with annual revenue from production.
• Expand client relationships by recommending tailored investment, insurance, and banking solutions.
• Meet with clients regularly to review financial plans and portfolio objectives in alignment with compliance.
• Collaborate with internal partners to deliver coordinated proposals and presentations for client needs.
• 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 business growth.

Skills

Client relationship management

Strong organizational skills

Excellent written and verbal comms

Microsoft Office proficiency

Education

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

FINRA Series 7, 63, and 65 licenses

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

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 II 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 II, you believe in building a firm financial foundation. 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 $350,000 and $750,000
• 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:

• Medical
• Dental
• Vision
• Long-term disability
• 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.

Our Most Important Relationship Starts Here Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry.

To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package.

Frost was named to Forbes magazine's list of the Best Employers. Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.