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Financial Planning Specialist

4 weeks ago

Midland, Texas, United States Frost Bank Full time
Job Summary:
As a Financial Advisor I at Frost Bank, you will play a critical role in helping our clients achieve their financial goals. You will work closely with our clients to develop personalized financial plans, provide expert financial advice, and proactively market Frost's banking and brokerage products and services.

Key Responsibilities:
Build strong relationships with Frost customers by providing top-tier levels of support and financial advice
Actively develop new business while managing and maintaining existing client relationships
Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences
Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding
Collaborate with attorneys and accountants regarding estate, gift, and income tax planning
Market investment products and services to new and existing Frost Bank and Frost Brokerage clients

Requirements:
Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years related experience
FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses (or ability to obtain within 120 days of hire)
General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days
Proficient in Microsoft computer applications
Excellent written and verbal communication skills
Strong organization skills and time management ability

Frost 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