Senior Financial Planning Specialist

About the Role

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. As a Senior Financial Planning Specialist, you are a subject matter expert who 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’ll provide suggestions to improve plans towards alignment with clients’ financial goals, embracing challenges to enhance financial performance with integrity, caring, and excellence.

Responsibilities

• Provide training on how to best use our financial planning software system.
• Conduct in-depth training for new Wealth Advisors.
• Keep 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.
• Stay up to date on changes within tax law and any other issues that affect the financial planning industry.
• Review financial plans created by Wealth Advisors for Frost clients, ensuring all assumptions are reasonable and take specific client characteristics into account.
• Make suggestions on how to improve plan quality and completeness.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Requirements

• Bachelor’s degree.
• 3+ years of 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.

Preferred Skills

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

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 an Employee Assistance Program.
• Referral bonus program.