Financial Advisor II

Frost(3 months ago)

Dallas, TX, Park Cities, TXOnsiteFull TimeMedior$94,760 - $126,553 (estimated)Wealth Management

About this role

A Financial Advisor II at Frost partners with clients to develop financial plans, provide investment and retirement guidance, and promote Frost banking and brokerage products. The role emphasizes building long-term client relationships and offers flexibility to focus on specialized areas like retirement planning or investments while supporting clients' financial goals.

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Required Skills

Financial Planning
Relationship Management
Client Acquisition
Risk Analysis
Retirement Planning
Estate Planning
Investment Sales
Portfolio Management
Microsoft Office
Communication

+1 more

Qualifications

Bachelor's Degree
Master's Degree
FINRA Series 7
FINRA Series 63
FINRA Series 65
FINRA Series 66
General Lines Agent License
Certified Financial Planner
Certified Wealth Strategist
Certified Public Accountant

+3 more

About Frost

frostbank.com

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.

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