Financial Advisor II
Frost(11 days ago)
About this role
A Financial Advisor II at Frost helps clients develop financial plans, provides financial advice, and markets banking and brokerage products. The role emphasizes building relationships, understanding clients' financial goals, and delivering personalized financial services. The position offers flexibility to focus on areas like retirement planning and investments.
Required Skills
- Financial Planning
- Customer Service
- Investment Management
- Retirement Planning
- Financial Advice
- Cash Flow Modeling
- Estate Planning
- Tax Planning
- Relationship Building
- Sales
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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