Financial Advisor I
Frost(2 months ago)
About this role
A Financial Advisor I at Frost provides personalized financial guidance to help clients establish financial foundations and pursue long-term goals. The role supports clients across banking, investment, and insurance services while reflecting Frost’s customer-focused legacy. It offers flexibility to focus on areas like retirement planning and investments within a relationship-driven environment.
Required Skills
- Financial Planning
- Retirement Planning
- Investment Sales
- Client Relationships
- Financial Analysis
- Estate Planning
- Communication
- Microsoft Office
- Time Management
- Business Development
Qualifications
- Bachelor's Degree
- Master's Degree
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- FINRA Series 66
- General Lines Agent License (Life, Accident, Health, HMO)
- Certified Financial Planner (CFP)
- Certified Wealth Strategist
- CPA
+3 more
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.
View more jobs at Frost →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Frost
Similar Jobs
Financial Advisor - PNC Wealth Management
Quantitative Marketing(1 month ago)
Financial Consultant - Clearwater, FL
Fidelity(13 days ago)
Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
Financial Consultant - Durham, NC
Fidelity(6 days ago)
Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
Certified Financial Advisor
Our Group(1 month ago)