Wealth Advisor I Frost Bank
Overview
Lead client financial planning and marketing initiatives to achieve $150k to $350k revenue while building lasting relationships with clients and their families. Foster integrity caring excellence in every interaction.
What You'll Do8
- 1Retain and grow Frost Wealth Management relationships by serving as primary point of contact for a portfolio of clients with annual revenue between $150k and $350k
- 2Expand client relationships through tailored investment insurance and banking solutions
- 3Meet regularly with clients to review financial plans and investment portfolios ensuring compliance
- 4Collaborate with internal partners to deliver coordinated proposals meeting client needs
- 5Drive business growth by building relationships across internal teams and professional communities
- 6Deliver exceptional service establishing long term trust and performance
- 7Develop strategic partnerships to enhance visibility and support client success
- 8Utilize Integrity Caring and Excellence to achieve all win outcomes
Requirements8
- 1Bachelor’s degree in Business Finance Economics or related field or equivalent experience
- 2FINRA Series 7 63 65 licenses or ability to obtain within 120 days
- 3General Lines Agent License covering Life Accident Health and HMO insurance or ability to obtain within 120 days
- 4Strong organizational and time management skills
- 5Excellent written and verbal communication abilities
- 6Proficiency in Microsoft applications
- 7Certified Financial Planner Certified Wealth Strategist CPA CFA CIMA or CTFA
- 8Passion for teaching financial basics and creating positive impact
Salary Insight
$150 - $350k per year
Location
Required Skills
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