Financial Planning Specialist

Description It’s about supporting people, our people. Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Financial Planning Specialist might be the role for you! At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services. Who you are As a Financial Planning Specialist , you are our quality control. In this role, you will assist in the preparation of financial plans within Frost Wealth Management. You will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans. You welcome a challenge and want to improve financial performance with integrity, caring, and excellence in mind. What you’ll do Deliver or review Wealth Advisor’s financial plans created for Frost clients to ensure quality and feasibility Keep up to date on tax law and regulations to remain knowledgeable on industry standards Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you’ll need Bachelor’s degree Experience in producing financial plans and working with financial planning software #J-18808-Ljbffr Frost Bank