Financial Advisor Ii - Frost Brokerage

Abeandannie Seibel Foundation G08110

Not specified; not specified; medical, dental, vis...
Bachelor's degree in business or economics
Finra series 7, 63, and 65 licenses
General lines agent license for insurance
The role focuses on helping clients establish a financial foundation and build their dreams through sound financial advice

Job Summary

  • The role focuses on helping clients establish a financial foundation and build their dreams through sound financial advice.
  • Employees will actively develop new business while managing existing client relationships and providing complex financial planning services.
  • Frost offers comprehensive benefits including medical, dental, vision, 401(k) matching, and tuition reimbursement.

Matching Summary

The role focuses on helping clients establish a financial foundation and build their dreams through sound financial advice.

Salary

Not specified; Not specified; Medical, dental, vision, long-term disability, life insurance, 401(k) matching, PTO, tuition reimbursement

Skills & Requirements

Must-have

  • Bachelor's degree in business or economics
  • FINRA Series 7, 63, and 65 licenses
  • General lines agent license for insurance
  • Proficiency in Microsoft applications
  • Strong written and verbal communication skills

Nice-to-have

  • 5+ years of investment-related sales experience
  • Certified Financial Planner designation
  • Master's degree in business or economics
  • Ability to adapt quickly to fast-paced environments

Key Requirements

  • Bachelor's degree or 5+ years related experience
  • Obtain FINRA Series 7, 63, and 65 within 120 days
  • Obtain General lines agent license within 90 days

Work Rights

Not specified

Tailored Resume

Cover Letter