Not specified; not specified; medical, dental, vis...
Bachelor's degree or equivalent experience
2+ years customer facing relationship management
$3 million new business per quarter target
The role involves developing, managing, and expanding client relationships within the mass affluent to affluent markets with investable assets between $500K and $1.5 million
Job Summary
The role involves developing, managing, and expanding client relationships within the mass affluent to affluent markets with investable assets between $500K and $1.5 million.
Candidates must generate a minimum of $3 million in new business per quarter and secure at least 12 new mass affluent client relationships annually.
Frost offers comprehensive benefits including medical, dental, vision, 401(k) matching, tuition reimbursement, and an extensive health and wellness program.
Matching Summary
The role involves developing, managing, and expanding client relationships within the mass affluent to affluent markets with investable assets between $500K and $1.5 million.
Salary
Not specified; Not specified; Medical, dental, vision, long-term disability, life insurance, 401(k) matching, holiday and paid time off, tuition reimbursement, referral bonus
Skills & Requirements
Must-have
Bachelor's degree or equivalent experience
2+ years customer facing relationship management
$3 million new business per quarter target
12 new mass affluent client relationships annually
NMLS license transfer or obtain within 60 days
Nice-to-have
FINRA Series 7, 63, & Group 1 license
Certified Wealth Strategist designation
Property & Casualty Insurance license
Outstanding interpersonal and negotiation skills
Ability to cross sell across all lines of business
Key Requirements
Bachelor's degree or equivalent work experience
2+ years in customer facing relationship management
NMLS license required or ability to obtain within 60 days