Frost Bank
Wealth Advisor II
Friendswood, TX · Mid
Sponsorship not specifiedDetected 75 days ago
CommunicationTime ManagementPublic SpeakingAdaptabilityCFA
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odds of building a lasting career here
40Risky
Cap-exempt (no lottery)0
Sponsors this role90
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives?
- Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet?
- If so, the Wealth Advisor II role might be for you!
Responsibilities
- Collaborate with internal partners to deliver coordinated proposals and presentations that meet client needs
- Deliver exceptional service and build long-term relationships based on trust and performance
- Build relationships across internal teams and within the broader professional community to enhance visibility and drive business growth
Requirements
- Bachelor's degree in Business, Finance, Economics, or related discipline
- or ability to obtain within 120 days of hire
- Proficiency in Microsoft computer applications
Nice to have
- Additional Preferred Skills:
Skills
- Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA
Compensation
- Retain and grow Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients, with annual revenue from production expected to range between $350,000 and $750,000
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.
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This listing is sourced directly from Frost Bank's careers page and normalized into a canonical job model.