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Financial Advisor II - Wealth Management at Frost - ApplyBlast

Financial Advisor II - Wealth Management

Frost

5 months ago

3.8 on Glassdoor

Fort Worth, TX

Hybrid

Full Time

Senior

0 applicants

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About this role

A Financial Advisor II at Frost Bank helps clients develop and execute financial plans while proactively marketing banking and brokerage products. The role focuses on building deep client relationships to achieve financial goals through retirement planning, investment solutions, and estate strategies. Advisors also collaborate with attorneys and accountants to address complex tax and planning needs for individual and family clients.

Responsibilities

Develop comprehensive financial plans for individual and family clients
Market investment products and banking services to existing and new clients
Analyze financial data to provide modification recommendations based on risk tolerance
Collaborate with attorneys and accountants on estate and tax planning strategies
Build strong client relationships to drive business growth and retention

Skills

Qualifications

Bachelor's degree in business or economicsFINRA Series 7, 63, and 65 licensesGeneral lines agent license

About Frost

frostbank.com

Headquarters

San Antonio, Texas, United States

Company Size

5001-10000 employees

Founded

1868

View Profile

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.