Financial Planning Specialist

3 weeks ago

Houston, United States Frost Bank Full time

**_It’s about supporting people, our people. _**

Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Financial Planning Specialist might be the role 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 **Financial Planning Specialist,** _you _are our quality control. In this role, you will assist in the preparation of financial plans within Frost Investment Services. You will use your effective communication skills and analytical mindset to help with the maintenance of accurate financial records. You welcome a challenge and want to improve financial performance with integrity, caring, and excellence in mind.

**What you’ll do**:

- 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

**What you’ll need**:

- Bachelor’s degree
- 1+ years of experience in financial planning
- Excellent written and verbal communication skills
- Excellent time management and organizational skills

**Additional Preferred Skills**:

- Certified Wealth Strategist (CWS) designation
- Certified Financial Planner (CFP) designation
- Experience with eMoney, Moneyguidepro, or a financial planning software system

**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

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