Key skills
CommunicationTime Management
About this role
Role Overview
- Deliver or review Wealth Advisor’s financial plans created for Frost clients to ensure quality and feasibility
- Keep up to date on tax law and regulations to remain knowledgeable on industry standards
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Requirements
- Bachelor’s degree
- Experience in producing financial plans and working with financial planning software
- Excellent written and verbal communication skills
- Proficient in Microsoft computer applications
- Excellent time management and organizational skills
- Additional Preferred Skills: SIE and Series 7 License
- Certified Financial Planner (CFP) designation
Benefits
- Medical, dental, vision, long-term, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!