Wealth Advisor II: Build Plans & Grow Client Wealth

Frost; Victoria (TX); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) matching

Generous paid time off

Tuition reimbursement

Extensive wellness programs

Referral bonus program

Job summary

Frost Wealth Management seeks a Wealth Advisor II to partner with clients in Texas, helping them develop comprehensive financial plans and provide sound guidance. You’ll market Frost Banking and Wealth Management products, build lasting relationships, and focus on goals like retirement planning and investments, while maintaining integrity and client trust.

The position emphasizes accountable client service, collaboration with internal teams, and ongoing professional development within Frost’s

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or related discipline; or equivalent experience.
• Excellent written and verbal communication skills.
• Strong organizational and time management skills.
• Proficiency in Microsoft computer applications.
• 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.
• Certified financial planning or wealth management designations are preferred.

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 $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

Skills

Client relationship management

Communication skills

Time management

Attention to detail

Education

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

Tools

Microsoft Office

Job description

Frost Wealth Management seeks a Wealth Advisor II to partner with clients in Texas, helping them develop comprehensive financial plans and provide sound guidance. You’ll market Frost Banking and Wealth Management products, build lasting relationships, and focus on goals like retirement planning and investments, while maintaining integrity and client trust.

The position emphasizes accountable client service, collaboration with internal teams, and ongoing professional development within Frost’s