Financial Advisor II - Frost Brokerage
Frost(7 months ago)
About this role
A Financial Advisor II at Frost partners with clients to help them develop comprehensive financial plans and pursue long-term financial goals. The role is client-facing within Frost’s wealth management services and offers flexibility to focus on specialties such as retirement planning and investments. It emphasizes relationship-building and delivering personalized banking, brokerage, and insurance solutions.
Required Skills
- Financial Planning
- Retirement Planning
- Investments
- Portfolio Management
- Security Analysis
- Client Acquisition
- Relationship Building
- Cash Flow Modeling
- Estate Planning
- Tax Planning
+3 more
Qualifications
- Bachelor's Degree in Business or Related Discipline
- 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
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA)
+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.
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