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Frost · 1 day ago

Central Associate Advisor

Houston, TX - Post Oak

Full-time

Onsite

Entry Level

2+ years exp

Frost is a leading U.S. bank dedicated to providing exceptional banking, investment, and insurance services. The Central Associate Advisor role involves servicing smaller brokerage accounts, providing investment recommendations, and building trust through client interactions.

Banking

Comp. & Benefits

Responsibilities

Service existing small accounts (generally less than $50,000 in assets) within Frost Brokerage

Assist house account customers as needed, providing investment recommendations based on client risk tolerance, goals, objectives, and preferences

Maintain in-depth knowledge of systems that provide financial advice to customers; answer questions from clients regarding what actions they could take given this investment advice

Communicate with house account customers to facilitate the buying or selling of appropriate mutual funds, stocks, bonds, and annuities. Monitor and execute trades

Perform all other duties as assigned

Qualification

FINRA Series 7 licenseFINRA Series 63 licenseFINRA Series 65 licenseInvestment Services experienceGeneral Lines Agent LicenseMicrosoft applications proficiencyCommunication skills