Associate Advisor

Are you passionate about helping individuals and businesses achieve their financial goals? Do you thrive in a fast-paced, dynamic environment? Frost Bank is seeking an Associate Advisor to join our team of dedicated financial professionals. As an Associate Advisor, you will have the opportunity to work closely with our clients and assist them in making informed financial decisions. We are looking for a driven and knowledgeable individual with a strong understanding of financial planning and investment strategies. If you are a self-starter with excellent communication skills and a desire to make a positive impact on people's lives, we want to hear from you!

1. Meet with clients to understand their financial goals and develop customized financial plans to help them achieve those goals.
2. Analyze clients' current financial situation and make recommendations for improvements or adjustments.
3. Stay up-to-date on market trends, investment strategies, and financial regulations to provide accurate and relevant advice to clients.
4. Build and maintain strong relationships with clients to foster trust and loyalty.
5. Assist in the preparation and delivery of client presentations and reports.
6. Collaborate with other team members, such as financial advisors and analysts, to develop comprehensive financial strategies for clients.
7. Maintain accurate and detailed records of client interactions, financial plans, and investment recommendations.
8. Act as a resource for clients by providing financial education and answering any questions or concerns they may have.
9. Continuously seek opportunities to improve and enhance our services and processes.
10. Adhere to all financial industry regulations and ethical standards.
11. Participate in networking events and actively seek out new clients to grow the business.
12. Keep track of personal and team performance metrics and strive to meet or exceed goals and targets.
13. Communicate effectively with clients and team members, both verbally and in writing.
14. Maintain a positive and professional attitude, representing the company's values and brand at all times.

According to JobzMall, the average salary range for a Associate Advisor in San Antonio, TX, USA is $48,000 - $75,000 per year. However, this can vary depending on factors such as experience, education, and the specific industry or company the individual is working for. Additionally, other factors such as bonuses, commissions, and benefits may also impact the overall salary for this position.

Frost Bank is a Texas-chartered bank based in San Antonio with 134 branches and 1,300 automated teller machines, all in Texas. It is the primary subsidiary of Cullen/Frost Bankers, Inc., a bank holding company. It is on the list of largest banks in the United States.