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Central Associate Advisor at Frost - ApplyBlast

Central Associate Advisor

Frost

3 days ago

3.8 on Glassdoor

San Antonio, Texas, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Central Associate Advisor role at Frost focuses on servicing smaller brokerage accounts and providing investment advice to clients. The position involves building trust through interactions, answering client questions, and facilitating trades in mutual funds, stocks, bonds, and annuities. This role requires a strong commitment to integrity, customer service, and financial planning.

Responsibilities

Service existing small brokerage accounts and assist house account customers
Provide investment recommendations based on client risk tolerance and goals
Communicate with customers to facilitate buying or selling of financial products

Skills

Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66General Lines Agent License: Life, Accident, Health, and HMO Insurance

About Frost

frostbank.com

Headquarters

San Antonio, Texas, United States

Company Size

5001-10000 employees

Founded

1868

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From 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.