Frost · 10 hours ago
Financial Planning Specialist
Houston-Varies
Full-time
Onsite
Mid LevelFrost Investment Services is a leading U.S. bank dedicated to exceptional banking, investment, and insurance services. They are seeking a Financial Planning Specialist to assist in the preparation of financial plans and ensure quality and feasibility for clients.
Banking
Responsibilities
Deliver or review Wealth Advisor’s financial plans created for Frost clients to ensure quality and feasibility
Keep up to date on tax law and regulations to remain knowledgeable on industry standards
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Qualification
Required
Bachelor's degree
Experience in producing financial plans and working with financial planning software
Excellent written and verbal communication skills
Proficient in Microsoft computer applications
Excellent time management and organizational skills
Preferred
SIE and Series 7 License
Certified Financial Planner (CFP) designation
Benefits
Medical, dental, vision, long-term, 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.
Founded in 1868
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