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Financial Advisor I

Company: Frost (Cullen/Frost Bankers)
Location: League City
Posted on: November 26, 2022

Job Description:

Current Frost employees must apply using the Careers application in Workday (not through this site)

Job Description

As a Financial Advisor I with Frost Brokerage Services, you will be responsible for proactively marketing Frost Bank managed accounts and Frost Brokerage products and services to new and existing clients. Responsibilities will include assisting financial planning through Frost's managed account platform; analyzing financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences; focusing on bringing profitable business to Frost, maintaining these relationships, and staying current on which products may be attractive to clients; understanding client priorities and use investment knowledge to recommend potential products and services; and implementing asset allocations, investment weightings, and security selections to reflect customer objectives. The candidate will manage client investments using approved products while enhancing client experience by introducing team members from other lines of business.

Required:

  • 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
    Preferred:

  • 3+ years investment related sales experience, with portfolio management, security analysis, and client interaction experience
  • Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA
  • Master's Degree in Business, Economics, or related discipline

Keywords: Frost (Cullen/Frost Bankers), League City , Financial Advisor I, Accounting, Auditing , League City, Texas

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