Financial Advisor II

Frost Bank • Dallas, TX

5d • Onsite

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? 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.

Requirements

• Bachelor's degree in business, economics, or related discipline or 5+ years of related experience
• FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire
• General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire
• Proficiency in Microsoft applications
• Excellent written and verbal communication skills
• Strong organizational and time-management skills and can adapt quickly to fast-paced environments

Nice To Haves

• 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience
• Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor
• Master's degree in business, economics, or related discipline

Responsibilities

• Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice
• Actively develop new business while also managing and maintaining existing client relationships
• Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences
• Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding
• Collaborate with attorneys and accountants regarding estate, gift, and income tax planning
• Market investment products and services to new and existing Frost Bank and Frost Brokerage clients

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

What This Job Offers

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