Wealth Advisor II: Strategic Planning & Client Growth

Frost Bank; Austin (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) Matching

Paid time off

Tuition reimbursement

Wellness programs

Job summary

Frost Bank is seeking a Wealth Advisor II to help clients build a solid financial foundation. You will partner with families to craft plans, deliver sound advice, and promote Frost Banking and Wealth Management products while expanding relationships through tailored investments and insurance solutions.

Responsibilities include regular client meetings, coordinating proposals with internal teams, and upholding integrity and excellence in every interaction to drive growth and client satisfaction.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related discipline; or equivalent experience.
• FINRA Series 7, 63, and 65 licenses or Series 7/66; or ability to obtain within 120 days.
• General Lines Agent License: Life, Accident, Health, and HMO Insurance; or ability to obtain within 120 days.
• Strong organizational and time management skills, excellent written and verbal communication.
• Proficiency in Microsoft Office applications.

Responsibilities

• Retain and grow Frost Wealth Management relationships by serving as a primary contact for a portfolio of clients.
• 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 and the broader professional community to drive growth.
• Operate with integrity, caring, and excellence to achieve win-win outcomes.

Skills

Financial planning

Client relationship management

Financial advice

Communication skills

Time management

Education

Bachelor's degree in Business/Finance/Economics

Tools

Microsoft Office

Job description

Frost Bank is seeking a Wealth Advisor II to help clients build a solid financial foundation. You will partner with families to craft plans, deliver sound advice, and promote Frost Banking and Wealth Management products while expanding relationships through tailored investments and insurance solutions.

Responsibilities include regular client meetings, coordinating proposals with internal teams, and upholding integrity and excellence in every interaction to drive growth and client satisfaction.