Financial Advisor II

Job Description It’s about helping others establish a financial foundation and build their dreams. As a Financial Advisor II you will work with clients to develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. Responsibilities Build strong relationships with Frost customers by meeting with them regularly to provide top-tier support and financial advice. Actively develop new business while managing and maintaining existing client relationships. Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives and preferences. Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding. Collaborate with attorneys and accountants regarding estate, gift, and income tax planning. Market investment products and services to new and existing Frost Bank and Frost Brokerage clients. Qualifications Bachelor’s degree in business, economics, or related discipline or 5+ years of related experience. FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses, or ability to obtain them within 120 days of hire. General lines agent license: Life, accident, health, and HMO insurance or ability to obtain within 90 days. Proficiency in Microsoft applications. Excellent written and verbal communication skills. Strong organizational and time‑management skills and adaptability to fast‑paced environments. Preferred: 5+ years of investment‑related sales experience with portfolio management, security analysis, and client interaction. Preferred designations: Certified Financial Planner, Certified Wealth Strategist, Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor. Master’s degree in business, economics, or related discipline. Benefits Medical, dental, vision, long‑term disability, and life insurance. 401(k) matching. Generous holiday and paid time off schedule. Tuition reimbursement. Extensive health and wellness programs, including Employee Assistance Program, referral bonus program, and more. EEO Statement Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. #J-18808-Ljbffr Frost Bank