Financial Planning Specialist

Frost

Not specified; not specified; medical, dental, vis...
Bachelor's degree in relevant field
Experience producing financial plans
Proficiency with financial planning software
This role involves reviewing and delivering client-focused financial plans within Frost Wealth Management to ensure quality and feasibility

Job Summary

  • This role involves reviewing and delivering client-focused financial plans within Frost Wealth Management to ensure quality and feasibility.
  • The company offers a comprehensive benefits package including medical, dental, vision, 401(k) matching, and tuition reimbursement.
  • Candidates are expected to uphold values of integrity, caring, and excellence while maintaining up-to-date knowledge of industry standards.

Matching Summary

This role involves reviewing and delivering client-focused financial plans within Frost Wealth Management to ensure quality and feasibility.

Salary

Not specified; Not specified; Medical, dental, vision, long-term, and life insurance included

Skills & Requirements

Must-have

  • Bachelor's degree in relevant field
  • Experience producing financial plans
  • Proficiency with financial planning software
  • Excellent written and verbal communication skills
  • Proficient in Microsoft computer applications

Nice-to-have

  • SIE and Series 7 License
  • Certified Financial Planner designation
  • Knowledge of tax law and regulations
  • Goal-oriented mindset
  • Dependable and hardworking attitude

Key Requirements

  • Bachelor's degree required
  • Experience with financial planning software
  • SIE and Series 7 License preferred
  • CFP designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter