Frost · 7 hours ago
Financial Advisor I
Wylie, TX
Full-time
Onsite
Entry Level
5+ years expFrost is a leading bank dedicated to providing exceptional banking, investment, and insurance services. As a Financial Advisor I, you will help clients develop financial plans and provide sound financial advice while building strong relationships and proactively marketing Frost Banking and Brokerage products and services.
Banking
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
Required
Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years related experience
FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses (or ability to obtain within 120 days of hire)
General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days
Proficient in Microsoft computer applications
Excellent written and verbal communication skills
Strong organization skills and time management ability
Preferred
3+ years investment related sales experience, with portfolio management, security analysis, and client interaction experience
Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA
Master's Degree in Business, Economics, or related discipline
Benefits
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Company
Frost
Frost provides banking, investments, and insurance services to businesses and individuals throughout Texas.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Phillip Green
Chairman and Chief Executive Officer
Patrick Frost
President
Recent News
2025-11-25
2025-11-03
PR Newswire
2025-10-31
Company data provided by crunchbase