Frost

Private Banking Officer II

Frost

2 months ago
Southlake, TX
Onsite
Full Time
Senior
0 applicants
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Frost
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About this role

A Private Banking Officer II partners with affluent and high-net-worth clients to manage their financial lives and provide personalized financial advice. The role emphasizes building long-term, multigenerational relationships and coordinating holistic solutions across investment, insurance, trust, and other advisor relationships. The position is client-facing and represents Frost’s private banking offerings within the bank’s broader wealth management platform.

Skills

Qualifications

Bachelor's DegreeNMLS LicenseSeries 7Series 63Group 1 Insurance License
Frost

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.

About Frost

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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