Associate Wealth Advisor

Frost • Austin, TX

1d

About The Position

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 Associate Wealth Advisor 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. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

As an Associate Wealth Advisor, you are a fountain of knowledge. You will use your expertise to analyze portfolio performance and ensure they adhere to strategic objectives. You value relationships and are excited to retain and manage those of Frost Wealth Management clients and internal teams. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.

Requirements

• 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
• Advanced understanding of macroeconomics, financial markets, and various security types
• Ability to leverage software systems to quickly find and summarize data
• Excellent written and verbal communication skills
• Proficiency in Microsoft computer applications

Nice To Haves

• Proficiency in the use of FactSet, Bloomberg, and trading applications

Responsibilities

• Analyze portfolio performance and holdings on assigned book of accounts to ensure that accounts adhere to strategic objectives set by Frost Wealth Advisors
• Create advanced data models to present informed investment distribution recommendations to wealth advisors
• Execute securities trades to ensure portfolios maintain target asset allocations
• Drive business growth by proactively developing new Frost Wealth Management relationships
• Retain and expand existing Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients.
• 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

Benefits

• Medical, dental, vision, long-term, 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 + more!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level