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Financial Advisor II - Frost Brokerage
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- As a Financial Advisor II , you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services.
- Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice
- Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding
- Collaborate with attorneys and accountants regarding estate, gift, and income tax planning
- FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire
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