Associate Wealth Advisor

Job Description

It’s about helping others establish a financial foundation and build their dreams.

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 Associate Wealth Advisor role might be for you!

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. 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.

Who you are:

As an Associate Wealth Advisor , you are a fountain of knowledge. You will use your expertise to analyze portfolio performance and ensure they adhere to strategic objectives. You value relationships and are excited to retain and manage those of Frost Wealth Management clients and internal teams. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.

What you’ll do:

Analyze portfolio performance and holdings on assigned book of accounts to ensure that accounts adhere to strategic objectives set by Frost Wealth Advisors

Create advanced data models to present informed investment distribution recommendations to wealth advisors

Execute securities trades to ensure portfolios maintain target asset allocations

Drive business growth by proactively developing new Frost Wealth Management relationships

Retain and expand existing Frost Wealth Management relationships by serving as a primary point of contact for a portfolio of clients.

Build relationships across internal teams and within the broader professional community to enhance visibility and drive business growth

Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

Bachelor’s degree in Business, Finance, Economics, or related discipline; or equivalent 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 ability to obtain within 120 days of hire

Advanced understanding of macroeconomics, financial markets, and various security types

Ability to leverage software systems to quickly find and summarize data

Excellent written and verbal communication skills

Proficiency in Microsoft computer applications

Additional Preferred Skills:

Proficiency in the use of FactSet, Bloomberg, and trading applications

Our Benefits

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

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!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.