Financial Planning Specialist

Frost • Dallas, TX

7d

About The Position

The Financial Planning Specialist supports Frost Wealth Management by assisting with the preparation of financial plans. The role serves as a quality-control resource, delivering or reviewing Wealth Advisors’ financial plans for Frost clients to ensure quality and feasibility. The specialist applies financial-services industry knowledge, communication skills, and financial planning software experience to help develop and deliver client-focused plans, while staying current on tax laws, regulations, and industry standards. The role emphasizes integrity, caring, and excellence.

Requirements

• Bachelor’s degree.
• Experience producing financial plans and working with financial planning software.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft computer applications.
• Excellent time-management and organizational skills.

Nice To Haves

• SIE and Series 7 License.
• Certified Financial Planner (CFP) designation.

Responsibilities

• Deliver or review Wealth Advisors’ financial plans for Frost clients to ensure quality and feasibility.
• Stay up to date on tax law and regulations to remain knowledgeable about industry standards.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

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

What This Job Offers

• Job Type: Full-time