Wealth Advisor II: Build Financial Futures for Clients

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

Benefits offered by this job

401(k) matching

Tuition reimbursement

Generous holidays and PTO

Job summary

Frost Bank is seeking a Wealth Advisor II to help clients build a solid financial foundation. You will develop financial plans, provide sound advice, and proactively market Frost Wealth Management products and services.

You’ll build lasting client relationships, meet regularly to review plans, and collaborate with partners to deliver tailored proposals while upholding regulatory standards. This role emphasizes integrity, care, and excellence.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses
• General Lines Agent License: Life, Accident, Health, and HMO Insurance
• Ability to obtain licenses 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 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 line with compliance.
• 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 the broader professional community to drive business growth.

Skills

Client relationships

Financial planning

Communication skills

Time management

Attention to detail

Education

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

Tools

Microsoft Office

Job description

Frost Bank is seeking a Wealth Advisor II to help clients build a solid financial foundation. You will develop financial plans, provide sound advice, and proactively market Frost Wealth Management products and services.

You’ll build lasting client relationships, meet regularly to review plans, and collaborate with partners to deliver tailored proposals while upholding regulatory standards. This role emphasizes integrity, care, and excellence.