Wealth Advisor II: Grow Client Wealth & Relationships

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

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.