Financial Advisor II

Job DescriptionIt’s about helping others establish a financial foundation and build their dreams.Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers’ complex problems and delivering next-level customer experience to everyone you meet?At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.Who You AreAs 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. More than that, this role is about building relationships and doing it your way. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.What You’ll DoBuild strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial adviceActively develop new business while also managing and maintaining existing client relationshipsAnalyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferencesProvide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education fundingCollaborate with attorneys and accountants regarding estate, gift, and income tax planningMarket investment products and services to new and existing Frost Bank and Frost Brokerage clientsWhat You’ll NeedBachelor's degree in business, economics, or related discipline or 5+ years of related experienceFINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hireGeneral lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hireProficiency in Microsoft applicationsExcellent written and verbal communication skillsStrong organizational and time-management skills and can adapt quickly to fast-paced environmentsAdditional Preferred Skills5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experienceCertified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary AdvisorMaster's degree in business, economics, or related disciplineFrost BenefitsAt Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:Medical, dental, vision, long-term disability, and life insurance401(k) matchingGenerous holiday and paid time off scheduleTuition reimbursementExtensive health and wellness programs, including our Employee Assistance ProgramReferral bonus program + more!Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.