Financial Advisor II (Post Oak)-
As a Financial Advisor II with FrostBrokerage Services, you will beresponsible for proactively marketing Frost Bank managed accounts and Frost Brokerage products and services to new clients. Responsibilities will include building a book of business within a recently established target area by initiating client relationships and actively developing referral sources; providing complexfinancial planning services includingcash flow modeling, retirement planning, and education funding; collaborating with attorneys andaccountants regarding estate, gift, and incometax planning; marketinginvestment products and services to new and recently established Frost Bank and Frost Brokerage clients; identifying and contacting prospects within a branch’s target area; initiating sales calls; focusing on bringing profitable business to Frost, maintaining these relationships, and staying current on which products may be appropriate for clients; actively developing business and generating referral sources; analyzingfinancial data to provide modification recommendations based on clientrisk tolerance, goals, objectives, and preferences; meeting with clients regularly to reviewfinancial plans, objectives,tax situations, andinvestmentportfolios; assisting customers with Financial Planning through Frost’s managed account platform; and understanding client priorities and useinvestment knowledge to recommend potential products/services. The candidate will solicit purchase orders formutual funds, stocks, bonds, and annuities.
Required: * Bachelor's Degree in Business, Economics, or related discipline; or 5+ years of related experience * Financial Industry Regulatory Authority (FINRA) Series 7, 63, 65 licenses, or FINRA Series 7 and 66 licenses or the ability to obtain within 90 days * Texas 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
Preferred: * 5+ years Investment related sales experience with portfolio management * Certified Financial Planner (CFP), Certified Wealth Strategist (CWS), or other designation such as Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), or Certified Trust and Financial Advisor (CTFA) * Master's Degree in Business, Economics, or related discipline.