Wealth Advisor II

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. 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.

Responsibilities

• Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000
• Meet with clients regularly to review financial plans and client investment portfolio objectives in alignment with compliance and regulations
• Collaborate with internal partners to deliver coordinated proposals and presentations that meet client needs
• Build relationships across internal teams and within the broader professional community to enhance visibility and drive business growth
• Deliver exceptional service and build long-term relationships based on trust and performance

Requirements

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

Preferred Skills

• Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA

Benefits

Frost Benefits include:

• 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!

Pay

Salary range: $80,000 - $120,000 annually

Schedule

Full-time position