Wealth Advisor II - Client-Focused Financial Planning

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Employee assistance program

Referral bonus

Job summary

Frost Wealth Advisor II role focuses on helping clients develop financial plans, provide sound advice, and proactively market Frost Banking and Wealth Management products and services. You’ll focus on retirement planning and investments, getting to know clients and their families to help reach financial goals.

Meet with clients regularly, build trusted relationships, and work with internal partners to deliver coordinated proposals that meet client needs while maintaining integrity, caring, and

Qualifications

• Bachelor’s degree required in business, finance, economics, or related field.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office suite.

Responsibilities

• Retain and grow Frost Wealth Management relationships as a primary contact for a portfolio of clients with revenue targets.
• 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.
• Deliver exceptional service and build long-term relationships based on trust and performance.
• Build relationships across internal teams to drive business growth.

Skills

Organizational skills

Time management

Written communication

Verbal communication

Education

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

Tools

Microsoft Office

Job description

Frost Wealth Advisor II role focuses on helping clients develop financial plans, provide sound advice, and proactively market Frost Banking and Wealth Management products and services. You’ll focus on retirement planning and investments, getting to know clients and their families to help reach financial goals.

Meet with clients regularly, build trusted relationships, and work with internal partners to deliver coordinated proposals that meet client needs while maintaining integrity, caring, and