Wealth Advisor III

Frost Bank; Leander (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical/Dental/Vision

401(k) matching

PTO & holidays

Tuition reimbursement

Wellness programs

Referral bonus

Job summary

Frost Bank in Texas seeks a Wealth Advisor III to help clients develop financial plans, provide sound advice, and proactively market Frost Banking and Wealth Management products. You’ll focus on retirement planning, investments, and related services, building relationships with clients and their families.

As a trusted advisor, you’ll collaborate with internal partners to deliver coordinated proposals, review plans regularly, and uphold Frost’s values of integrity, caring, and excellence.

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 of hire.
• General Lines Agent License: Life, Accident, Health, and HMO Insurance; or ability to obtain 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 by serving as a primary point of 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 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 with Integrity, Caring, and Excellence to achieve all-win outcomes.

Skills

Strong organizational skills

Time management

Excellent written communication skills

Excellent verbal communication skills

Education

Bachelor’s degree in Business, Finance, Economics, or related discipline; or equivalent experience.

FINRA Series 7, 63, and 65 licenses or 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.

Tools

Microsoft Office

Job description

Job Description

It’s about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers’ complex problems and delivering next-level customer experience to everyone you meet? If so, the Wealth Advisor III role might be for you! At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be.

Who you are

As a Wealth Advisor III, you believe in building a firm financial foundation. You will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Wealth Management products and services. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. More than that, this role is about building relationships and doing so with integrity, caring, and excellence.

What you’ll do

• 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 $750,000 and $1.5 million.
• 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.

What you’ll need

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

Additional Preferred Skills

• Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA.

Frost Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Extensive health and wellness programs, including our Employee Assistance Program.
• Referral bonus program and more.

Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.