Frost Bank
Wealth Sales Coach
Houston, TX - Post Oak
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About the role
- It's about investing in people, not accounts.
- Are you known for your goal-oriented mindset and always thinking one step ahead?
- Do you enjoy providing guidance to help others accomplish big projects?
Responsibilities
- Lead and manage a team of Wealth Advisors, providing coaching on sales techniques, business development, and client relationship strategies to maximize individual and team performance
- Identify and pursue new business opportunities while cultivating strong relationships with clients and local stakeholders to support revenue growth
- Actively participate in community and professional networks, positioning Frost as a trusted partner and expanding influence across the region
- Must maintain active FINRA registrations, including Series 7, Series 63, Series 24 (General Securities Principal), and either Series 65 or Series 66
Requirements
- You have a servant leadership mindset and passion for people and are not afraid to answer questions and provide guidance to staff, escalating issues as needed.
- Bachelor's degree in finance, business, or related field
- Candidate must be eligible to supervise FINRA-registered representatives and investment adviser representatives and maintain all required registrations in good standing
- or ability to obtain within 120 days of hire
- Proven track record of success in sales, preferably within financial services or a related field
- Proficiency in Microsoft computer applications
Benefits
- Medical, dental, vision, long-term disability, and life insurance
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
- At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.
- General Lines Agent License: Life, Accident, Health, and HMO Insurance
Company info
- 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.
- At Frost, it's about being part of something bigger.
This listing is sourced directly from Frost Bank's careers page and normalized into a canonical job model.