Wealth Advisor III

Frost • Plano, TX

6d

About The Position

The Wealth Advisor III helps clients establish a financial foundation and pursue their goals by developing financial plans, providing financial advice, and marketing Frost Banking and Wealth Management products and services. The role serves as the primary point of contact for a portfolio of clients, with annual production revenue expected to range from $750,000 to $1.5 million. Advisors may focus on areas such as retirement planning or investments while building long-term client and family relationships with integrity, care, and excellence.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related discipline, or equivalent experience.
• FINRA Series 7, 63, and 65 licenses, or FINRA Series 7 and 66 licenses; alternatively, ability to obtain the required licenses within 120 days of hire.
• General Lines Agent License covering Life, Accident, Health, and HMO Insurance, or ability to obtain it within 120 days of hire.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft computer applications.

Nice To Haves

• Certified Financial Planner (CFP), Certified Wealth Strategist, or another designation such as CPA, CFA, CIMA, or CTFA.

Responsibilities

• Retain and grow Frost Wealth Management relationships by serving as the primary point of contact for a portfolio of clients.
• Expand client relationships by recommending tailored investment, insurance, and banking solutions.
• Meet with clients regularly to review financial plans and investment portfolio objectives in alignment with compliance requirements and regulations.
• Collaborate with internal partners to deliver coordinated proposals and presentations that meet client needs.
• Provide exceptional service and build long-term relationships based on trust and performance.
• Build relationships across internal teams and the broader professional community to enhance visibility and drive business growth.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.
• Proactively market Frost Banking and Wealth Management products and services.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Long-term disability insurance
• 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
• Career Level: Mid Level