Financial Planning Specialist
Frost(1 month ago)
About this role
A Financial Planning Specialist at Frost supports the Wealth Management team by ensuring the quality and feasibility of client financial plans. The role involves preparing and reviewing plans using industry knowledge and financial planning software to help advisors deliver client-focused strategies. The position is part of Frost’s values-driven banking environment dedicated to long-term client service and professional development.
Required Skills
- Financial Planning
- Financial Software
- Communication
- Microsoft Office
- Time Management
- Organization
- Tax Knowledge
- Quality Control
Qualifications
- Bachelor's Degree
- SIE
- Series 7 License
- Certified Financial Planner (CFP)
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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