Financial Advisor II
Frost(1 month ago)
About this role
A Financial Advisor II at Frost helps clients establish financial foundations and pursue long-term goals through personalized financial advice and access to banking and brokerage products. The role emphasizes building long-term client relationships and offers flexibility to specialize in areas such as retirement or investment planning. It is part of Frost’s banking and wealth services organization with a focus on client-centered advice.
Required Skills
- Financial Planning
- Retirement Planning
- Investment Sales
- Client Relationships
- Portfolio Management
- Risk Analysis
- Estate Planning
- Financial Modeling
- Communication
- Microsoft Office
+2 more
Qualifications
- Bachelor's Degree
- Master's Degree (Preferred)
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- FINRA Series 66
- General Lines Agent License
- Certified Financial Planner (CFP) (Preferred)
- Certified Wealth Strategist (CWS) (Preferred)
- Certified Public Accountant (CPA) (Preferred)
+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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