Financial Advisor Assistant

Frost

Demonstrated customer service skills
Excellent written and verbal communication
Proficiency in microsoft computer applications
This role involves supporting financial advisors by handling account transfers and tracking the execution of asset purchases

Job Summary

  • This role involves supporting financial advisors by handling account transfers and tracking the execution of asset purchases.
  • The company offers comprehensive benefits including medical, dental, vision, life insurance, and 401(k) matching.
  • Candidates are expected to build trust through every interaction while maintaining integrity, caring, and excellence.

Matching Summary

This role involves supporting financial advisors by handling account transfers and tracking the execution of asset purchases.

Skills & Requirements

Must-have

  • Demonstrated customer service skills
  • Excellent written and verbal communication
  • Proficiency in Microsoft computer applications

Nice-to-have

  • Ability to work independently and with a team
  • Strong organizational and task list creation skills
  • Cross-functional collaboration experience

Key Requirements

  • Active FINRA Series 7 license or ability to obtain within 90 days
  • FINRA Series 63 and 65 or 66 license or ability to obtain within 90 days

Work Rights

Not specified

Tailored Resume

Cover Letter