Frost Bank

Financial Advisor I - Frost Brokerage

Frost Bank

Midland, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you passionate about helping others achieve their financial goals? Are you a detail-oriented and analytical individual with a strong understanding of the financial market? If so, Frost Bank is looking for you to join our team as a Financial Advisor I at Frost Brokerage. As a Financial Advisor I, you will have the opportunity to work with clients and provide expert financial advice to help them achieve their long-term financial objectives. We are seeking a highly motivated and driven individual with a minimum of 2 years of experience in the financial services industry. If you possess a strong work ethic, excellent communication skills, and a desire to make a positive impact on people's lives, we encourage you to apply for this exciting opportunity.

  1. Conduct thorough financial analysis for clients to identify their individual financial goals and needs.
  2. Develop personalized financial plans for clients based on their specific objectives and risk tolerance.
  3. Educate clients on various investment options and strategies to help them make informed decisions.
  4. Continuously monitor and review clients' investments to ensure they align with their goals and make necessary adjustments as needed.
  5. Maintain a high level of knowledge and understanding of the financial market and industry trends to provide up-to-date and accurate advice to clients.
  6. Build and maintain strong relationships with clients to establish trust and loyalty.
  7. Collaborate with other team members to provide comprehensive financial solutions to clients.
  8. Adhere to all regulatory and compliance guidelines and ensure all client information is kept confidential.
  9. Consistently meet and exceed sales targets and goals set by the company.
  10. Attend training and development programs to enhance skills and knowledge.
  11. Represent Frost Bank in a professional manner and serve as a positive ambassador for the company.
  12. Continuously seek out new business opportunities and actively prospect for potential clients.
  13. Maintain accurate and detailed records of client interactions and transactions.
  14. Stay updated on industry changes and developments to provide the most relevant and current advice to clients.
  15. Collaborate with other departments within Frost Bank to provide a seamless and efficient client experience.
Where is this job?
This job is located at Midland, TX, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Or Related Field.

  • Minimum Of 2 Years Of Experience In Financial Advising Or Brokerage.

  • Series 7 And Series 66 Licenses.

  • Strong Understanding Of Investment Products And Financial Markets.

  • Excellent Communication And Interpersonal Skills, With The Ability To Build And Maintain Client Relationships.

Required Skills
  • Financial Planning

  • Investment Management

  • Portfolio Management

  • Risk assessment

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Cash flow management

  • Estate Planning

  • Tax Planning

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Advisor I - Frost Brokerage in Midland, TX, USA is $47,000 to $71,000 per year. However, this can vary based on factors such as experience, education, and specific job responsibilities. Some advisors may also earn additional income through commissions or bonuses. Additionally, the salary range may differ depending on the specific company or financial institution. It is recommended to research and compare salaries from multiple sources to get a more accurate understanding of the average salary for this position in a specific location.

Additional Information
Frost Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 28th, 2025
Apply BeforeMay 28th, 2025
This job posting is from a verified source. 

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About Frost Bank

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.

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