Wealth Advisor III

Frost • Dallas, TX

6d

About The Position

The Wealth Advisor III helps clients establish a financial foundation and pursue their financial goals by developing financial plans, providing financial advice, and proactively marketing Frost Banking and Wealth Management products and services. The role serves as a primary point of contact for a portfolio of clients and is expected to generate annual production revenue of $750,000 to $1.5 million. The advisor may focus on areas such as retirement planning and investments while building lasting relationships with clients and their families.

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, the ability to obtain the required licenses within 120 days of hire.
• General Lines Agent License for Life, Accident, Health, and HMO Insurance, or the 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, Certified Wealth Strategist, or another designation such as CPA, CFA, CIMA, or CTFA.

Responsibilities

• Retain and grow Frost Wealth Management relationships by serving as a 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.
• Deliver 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.

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
• Career Level: Senior