Financial Advisor I

Welcome to Frost Bank! We are a leading financial institution dedicated to providing our clients with top-notch financial guidance and support. We are currently seeking a highly motivated and experienced Financial Advisor to join our team and help our clients achieve their financial goals. As a Financial Advisor at Frost Bank, you will have the opportunity to work with a diverse portfolio of clients and use your expertise and knowledge to create customized financial plans that meet their individual needs. We are looking for candidates who are passionate about helping others, have a strong understanding of financial markets, and possess excellent communication and analytical skills. If you have a proven track record of success in the financial industry and are looking for a rewarding career, we would love to hear from you.

1. Meet with clients to assess their financial goals and needs.
2. Develop customized financial plans for clients based on their individual needs and risk tolerance.
3. Advise clients on various investment options and provide recommendations for their portfolios.
4. Monitor and track the performance of clients' investments and make adjustments as needed.
5. Stay up-to-date on the latest financial trends and market conditions to provide clients with the most relevant and accurate advice.
6. Build and maintain strong relationships with clients to foster trust and loyalty.
7. Collaborate with other financial advisors and departments within the bank to provide comprehensive financial solutions for clients.
8. Respond to client inquiries and concerns in a timely and professional manner.
9. Adhere to all regulatory and compliance guidelines.
10. Continuously seek out new business opportunities and actively promote Frost Bank's financial services.
11. Attend trainings and conferences to further develop financial expertise and stay updated on industry developments.
12. Provide exceptional customer service and go above and beyond to exceed client expectations.
13. Meet sales targets and contribute to the overall growth and success of Frost Bank.
14. Maintain accurate and organized records of client interactions and transactions.
15. Contribute to a positive and collaborative team environment.

According to JobzMall, the average salary range for a Financial Advisor I in San Antonio, TX, USA is $60,000-$80,000 per year. However, this may vary depending on factors such as experience, education, and the specific company or industry the advisor is working in. Additionally, some financial advisors may also receive bonuses or commissions based on the performance of their clients' investments.

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.