Central Associate Advisor
Frost(1 month ago)
About this role
The Central Associate Advisor at Frost helps clients establish a financial foundation and pursue their investment goals by delivering trusted, high-quality customer experiences. The role is part of Frost’s banking and investment services, emphasizing integrity and client-focused guidance within a long-standing financial institution.
Required Skills
- Investment Recommendations
- Client Service
- Trade Execution
- Financial Advice
- Communication
- Microsoft Office
- Risk Assessment
- Account Servicing
Qualifications
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- FINRA Series 66
- General Lines Agent License (Life, Accident, Health, HMO)
About Frost
frostbank.comFrom personal and business banking to investments and insurance, get everything you need from the Texas bank you know. Learn more about our financial products and services or open a bank account online with us today.
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