Financial Planning Specialist

Frost Bank • Dallas, TX

5d

About The Position

The Financial Planning Specialist supports Frost Wealth Management by assisting with the preparation of client-focused financial plans. Serving as a quality-control resource, the specialist delivers or reviews Wealth Advisors’ plans to ensure quality and feasibility. The role requires knowledge of the financial services industry, experience with financial planning software, effective communication, and attention to detail. The specialist also keeps current on tax laws and regulations and performs work with 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 financial plans created by Wealth Advisors for Frost clients to ensure quality and feasibility.
• Keep up to date on tax law and regulations to remain knowledgeable about industry standards.
• Take action with integrity, caring, and excellence to achieve all-win outcomes.

Benefits

• Medical, dental, and vision insurance.
• 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