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Frost · 12 hours ago

Financial Advisor II - Frost Brokerage

Midland, TX

Full-time

Onsite

Mid, Senior Level

5+ years exp

Frost is a leading financial services company dedicated to providing exceptional banking, investment, and insurance services. The Financial Advisor II will work with clients to develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services.

Banking

Comp. & Benefits

Responsibilities

Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice

Actively develop new business while also managing and maintaining existing client relationships

Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences

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

Market investment products and services to new and existing Frost Bank and Frost Brokerage clients

Qualification

FINRA Series 7 licenseFINRA Series 63 licenseFINRA Series 65 licenseFinancial planningInvestment products marketingMicrosoft applicationsCommunication skillsOrganizational skillsTime-management skillsAdaptabilityRelationship building

Required

Bachelor's degree in business, economics, or related discipline or 5+ years of related experience

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

General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire

Proficiency in Microsoft applications

Excellent written and verbal communication skills

Strong organizational and time-management skills and can adapt quickly to fast-paced environments

Preferred

5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience

Certified 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 Advisor

Master's degree in business, economics, or related discipline