Wealth Advisor I

Frost
Katy, Texas, United States
Full Time
On Site
Junior
0+
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 2 months ago

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Excellent 4.7

Job summary

The Wealth Advisor I role involves helping clients develop financial plans, providing sound financial advice, and marketing banking and wealth management products. The position focuses on building trusting relationships, offering tailored investment, insurance, and banking solutions, and collaborating with internal teams to meet financial goals.

Responsibilities

The Wealth Advisor I will manage a portfolio of clients to develop financial plans and provide tailored investment, insurance, and banking solutions. They are responsible for retaining and growing client relationships while collaborating with internal teams to deliver exceptional service.

Qualifications

Client Relationship Management Communication Skills Compliance & Regulations Financial Advice Financial Planning FINRA Series 7, 63, 65 or 7 and 66 licenses Insurance Investments Microsoft Applications Organization & Time Management

Candidates must hold a bachelor's degree in a business-related field and possess FINRA Series 7, 63, and 65 (or 7 and 66) licenses. Additionally, a General Lines Agent License for Life, Accident, Health, and HMO insurance is required or must be obtained within 120 days.

English

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Long-term disability insurance
  • Life insurance
  • 401(k) matching
  • Paid time off
  • Tuition reimbursement
  • Health and wellness programs
  • Employee assistance program
  • Referral bonus program

Company

Frost

Frost

linkedin
Financial Services
Location
Katy, Texas, United States
Website
frost.life

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Excellent 4.7
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