Wealth Advisor II
$350,000–$350,000 year
On-siteAustin, Texas, United States
Austin, Texas, United StatesOn-siteFull Time$350,000–$350,000 yearBachelors DegreeLarge
Full TimeBachelors DegreeLarge
Job Summary
Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients with annual revenue expectations between $350,000 and $750,000. Expand client relationships by recommending tailored investment, insurance, and banking solutions while meeting regularly to review financial plans and portfolio objectives in alignment with compliance. Collaborate with internal partners to deliver coordinated proposals and presentations that meet client needs, always building long-term relationships based on trust and performance.
Required Qualifications
- Bachelor's degree in Business, Finance, Economics, or related discipline; or equivalent experience
- FINRA Series 7, 63, and 65 licenses
- FINRA Series 7 and 66 licenses
- General Lines Agent License: Life, Accident, Health, and HMO Insurance
- ability to obtain [FINRA Series 7, 63, and 65 licenses] within 120 days of hire
- ability to obtain [General Lines Agent License: Life, Accident, Health, and HMO Insurance] within 120 days of hire
- Strong organizational and time management skills
- Excellent written and verbal communication skills
- Proficiency in Microsoft computer applications
Desired Qualifications
- Certified Financial Planner
- Certified Wealth Strategist
- CPA
- CFA
- CIMA
- CTFA
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