Financial Advisor Ii

Abeandannie Seibel Foundation G08110

Multiple Locations
On-site
Develop financial plans
Provide financial advice
Market financial products
The Abeandannie Seibel Foundation is seeking a Financial Advisor II to provide financial planning services and build strong client relationships. The ideal candidate should possess relevant financial licenses and experience while embodying the company's values of adaptability and integrity

Job Summary

  • Work with clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services.
  • Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice.
  • At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that.

Matching Summary

Match Score: 85

The Abeandannie Seibel Foundation is seeking a Financial Advisor II to provide financial planning services and build strong client relationships. The ideal candidate should possess relevant financial licenses and experience while embodying the company's values of adaptability and integrity.

Skills & Requirements

Must-have

  • Develop financial plans
  • Provide financial advice
  • Market financial products
  • Analyze financial data
  • Client risk tolerance assessment

Nice-to-have

  • Integrity-driven team environment
  • Adaptable to fast-paced environments
  • Building client relationships

Key Requirements

  • Bachelor's degree or 5+ years experience
  • FINRA Series 7, 63, and 65 licenses
  • General lines agent license

Work Rights

Not specified

Tailored Resume

Cover Letter