Frost · 5 hours ago
Financial Advisor Assistant
Fort Worth, TX
Part-time
Onsite
New Grad, Entry LevelFrost is a leading bank dedicated to providing exceptional banking, investment, and insurance services. The Financial Advisor Assistant role involves supporting financial advisors by handling various tasks to ensure positive interactions and efficient operations within the organization.
Banking
Responsibilities
Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication
Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases
Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience
Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Qualification
Required
Demonstrated customer service skills
Excellent written and verbal communication skills
Proficiency in Microsoft computer applications
Preferred
Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days
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.
Founded in 1868
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Phillip Green
Chairman and Chief Executive Officer
Recent News
2025-11-25
2025-11-03
PR Newswire
2025-10-31
Company data provided by crunchbase