Senior Financial Planning Specialist

Frost • San Antonio, TX

1d

About The Position

It’s about helping others establish a financial foundation and build their dreams. Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Senior Financial Planning Specialist might be the role 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 a Senior Financial Planning Specialist, you are a subject matter expert. 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 are excited to provide suggestions on how to improve them towards alignment with clients’ financial goals. You welcome a challenge and want to improve financial performance with integrity, caring, and excellence in mind.

Requirements

• Bachelor’s degree
• 3+ years experience in financial planning
• Excellent written and verbal communication skills. Must be able to create and facilitate training sessions
• Proficient in Microsoft computer applications
• Excellent time management and organizational skills

Nice To Haves

• Certified Wealth Strategist (CWS) designation
• Certified Financial Planner (CFP) designation

Responsibilities

• Provide training on how to best use our financial planning software system. Conducts in depth training for new Wealth Advisors. Keeps current staff informed of any system updates or enhancements, holding additional training as needed
• Act as a liaison with our financial planning software vendor, working to solve any issues that arise
• Responsible for keeping up to date on changes within tax law and any other issues that effect the financial planning industry
• Review financial plans created by Wealth Advisors for Frost clients. Ensures that any and all assumptions made while creating the plan are reasonable and take specific client characteristics into account. Makes suggestions on how to improve plan quality and completeness
• Always 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
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!

What This Job Offers

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