Financial Advisor II

Welcome to Frost Bank, where we are committed to providing our clients with expert financial guidance and personalized service. As a Financial Advisor II, you will play a crucial role in helping our clients achieve their financial goals and secure their future. We are seeking a dynamic and experienced professional who is passionate about finance and dedicated to delivering exceptional service to join our team. If you have a proven track record of success in financial advising and possess strong analytical skills, we want to hear from you. Join us at Frost Bank and make a meaningful impact on the lives of our clients.

1. Provide expert financial guidance to clients and assist them in achieving their financial goals.
2. Build and maintain strong relationships with clients, earning their trust and loyalty.
3. Conduct thorough financial analyses and present personalized recommendations to clients.
4. Stay up-to-date on market trends and financial products to provide clients with the most relevant and beneficial advice.
5. Collaborate with other team members to develop comprehensive financial plans for clients.
6. Actively listen to clients' needs and concerns, and address them in a timely and professional manner.
7. Utilize strong sales skills to promote financial products and services to clients.
8. Follow all compliance and regulatory guidelines in the financial industry.
9. Continuously seek opportunities to improve and enhance the client experience.
10. Maintain accurate and organized records of client interactions and financial plans.
11. Consistently meet or exceed performance metrics and goals.
12. Mentor and support junior team members in their professional development.
13. Represent Frost Bank in a positive and professional manner at all times.
14. Uphold the values and mission of Frost Bank, including integrity and exceptional customer service.
15. Continuously seek to expand and deepen knowledge in the financial industry.

According to JobzMall, the average salary range for a Financial Advisor II in Uptown, Dallas, TX, USA is between $73,000 and $115,000 per year. This range can vary depending on factors such as experience, education, and the specific company or organization the individual works for. Additionally, bonuses and commission may also contribute to the overall salary for a Financial Advisor II in this location.

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.