Wealth Advisor III

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

Benefits offered by this job

Medical, dental, vision

401(k) matching

PTO and holidays

Tuition reimbursement

Employee assistance program

Referral bonus

Job summary

Frost Wealth Management in Texas seeks a Wealth Advisor III to help clients build financial plans and achieve goals. You will market Frost products, manage relationships, and advise on retirement, investments, and insurance with integrity and excellence.

You will collaborate across teams to deliver comprehensive proposals and ensure client satisfaction, while meeting regulatory standards and maintaining professional certifications.

Qualifications

• Bachelor’s degree or equivalent experience in business or finance.
• FINRA licenses or ability to obtain within 120 days of hire.
• General Lines Agent License or ability to obtain within 120 days.

Responsibilities

• Serve as primary contact to a client portfolio, retaining and growing Frost Wealth.
• Recommend tailored investment, insurance, and banking solutions.
• Meet clients regularly to review financial plans and portfolios.
• Collaborate with internal partners to deliver coordinated proposals.
• Deliver exceptional service and build long-term relationships based on trust.
• Build visibility and drive growth through internal and external networks.
• Act with integrity, caring, and excellence to achieve outcomes.

Skills

Relationship building

Client communication

Education

Bachelor’s degree in Business, Finance, Economics

FINRA licenses: 7/63/65 or 7/66 ability to obtain

Job description

It’s about helping others establish a financial foundation and build their dreams.

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