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Central Associate Advisor
3 months ago
Job Description
It's about helping others establish a financial foundation and build their dreams.
Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? If so, the Central Associate Advisor role might be for you
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Central Associate Advisor, you will be responsible for the servicing of smaller Frost Brokerage accounts. You enjoy interacting with clients and look forward to answering questions regarding what actions they could take given your investment advice. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
- 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
What you'll need:
- 2+ years Investment Services experience, or an equivalent combination of relevant education and experience
- FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 120 days.
- General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days.
- Excellent written and verbal communication skills
- Proficient in Microsoft computer applications
Our Benefits
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
- 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
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
