Wealth Advisor III - Client-Focused Financial Planner

Frost Bank; Plano (TX); Presencial; USD 120.000 - 180.000; Tempo integral

Benefícios oferecidos por esta vaga

Health insurance

401(k) matching

Paid time off

Tuition reimbursement

Wellness programs

Referral bonus

Resumo da vaga

Frost Bank is seeking a Wealth Advisor III in Plano, TX to build financial foundations with clients, develop plans, and provide trusted advice. The role focuses on retirement planning, investments, and cross-selling Frost Wealth Management products while maintaining integrity and excellent client service.

You will work with a portfolio of clients, meeting regularly to review plans, and collaborate with internal partners to deliver coordinated proposals that meet client needs.

Qualificações

• Bachelor’s degree or equivalent experience in business/finance/economics or related field.
• FINRA Series 7, 63, and 65 licenses or Series 7 and 66 licenses; ability to obtain within 120 days of hire.
• General Lines Agent License: Life, Accident, Health, and HMO Insurance; ability to obtain within 120 days of hire.
• Proficiency in Microsoft Office applications.

Responsabilidades

• Retain and grow Frost Wealth Management relationships as primary contact for a client portfolio with annual revenue from production projected 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 portfolio objectives in alignment with compliance.

Conhecimentos

Strong organizational skills

Time management

Written and verbal communication

Microsoft Office proficiency

Formação

Bachelor's degree in Business/Finance/Economics or related discipline

Descrição da vaga

Frost Bank is seeking a Wealth Advisor III in Plano, TX to build financial foundations with clients, develop plans, and provide trusted advice. The role focuses on retirement planning, investments, and cross-selling Frost Wealth Management products while maintaining integrity and excellent client service.

You will work with a portfolio of clients, meeting regularly to review plans, and collaborate with internal partners to deliver coordinated proposals that meet client needs.