Financial Advisor Ii - Frost Brokerage

Frost Brokerage

Midland, TX, United States
On-site
Financial planning services
Investment product marketing
Client relationship management
Frost Brokerage is seeking a Financial Advisor II to help clients develop financial plans and provide sound financial advice while fostering strong client relationships. Ideal candidates should have a degree in business or economics, relevant licenses or the ability to obtain them, and experience in investment-related sales

Job Summary

  • Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice.
  • Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding.
  • 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

Frost Brokerage is seeking a Financial Advisor II to help clients develop financial plans and provide sound financial advice while fostering strong client relationships. Ideal candidates should have a degree in business or economics, relevant licenses or the ability to obtain them, and experience in investment-related sales.

Skills & Requirements

Must-have

  • Financial planning services
  • Investment product marketing
  • Client relationship management

Nice-to-have

  • Integrity-driven team environment
  • Adaptable to fast-paced environments
  • Proactive business development

Key Requirements

  • Bachelor's degree or 5+ years of related experience
  • FINRA Series 7, 63, and 65 licenses or equivalent
  • General lines agent license or ability to obtain
  • Proficiency in Microsoft applications

Work Rights

Not specified

Tailored Resume

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