Financial Advisor II

Are you an experienced financial professional looking for a new opportunity to help clients achieve their financial goals? Look no further than Frost Bank! As a Financial Advisor II, you will have the opportunity to use your expertise and knowledge to provide personalized financial advice and solutions to our valued clients. We are seeking a self-motivated and ambitious individual with a strong background in finance and a passion for helping others. Join our team and make a positive impact on the financial well-being of our clients.

1. Provide personalized financial advice and solutions to clients based on their individual goals and needs.
2. Utilize expertise and knowledge in finance to analyze and evaluate clients' financial situations.
3. Develop and maintain relationships with clients to understand their financial needs and provide ongoing support and guidance.
4. Stay up-to-date on industry trends, regulations, and best practices to ensure the highest level of service for clients.
5. Collaborate with other team members to develop comprehensive financial plans for clients.
6. Assist clients in making informed decisions about their investments and financial strategies.
7. Conduct regular portfolio reviews and make recommendations for adjustments as needed.
8. Educate clients on various financial products and services offered by Frost Bank.
9. Meet and exceed sales goals by proactively identifying and pursuing new business opportunities.
10. Maintain accurate and detailed records of client interactions and transactions.
11. Provide excellent customer service and ensure client satisfaction.
12. Act with integrity and maintain confidentiality in all client interactions.
13. Participate in training and development programs to enhance financial knowledge and skills.
14. Adhere to all regulatory and compliance requirements.
15. Continuously strive to improve and enhance the overall client experience.

According to JobzMall, the average salary range for a Financial Advisor II in College Station, TX, USA is $58,000 - $89,000 per year. This range may vary depending on the specific company, experience level, and education of the individual. Some factors that may affect salary include the size and type of the company, the demand for financial advisors in the area, and the individual's performance and skills. It is important for individuals to research and negotiate their salary based on their qualifications and the market value for their 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.