Financial Planning Specialist

Frost Bank • Austin, TX

112d

About The Position

As a Financial Planning Specialist, you are our quality control. In this role, you will assist in the preparation of financial plans within Frost Wealth Management. You will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans. You welcome a challenge and want to improve financial performance with integrity, caring, and excellence in mind.

Requirements

• Bachelor’s degree
• Experience in producing financial plans and working with financial planning software
• Excellent written and verbal communication skills
• Proficient 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 Advisor’s financial plans created for Frost clients to ensure quality and feasibility
• Keep up to date on tax law and regulations to remain knowledgeable on industry standards
• 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: Mid Level