It’s about helping others establish a financial foundation and build their dreams.
Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers’ complex problems and delivering next-level customer experience to everyone you meet? If so, the Associate Advisor role might be for you!
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.
Who you are:
As an Associate Advisor, you will be responsible for performing functions of a Registered Associate but with significantly greater independence and responsibility; and having the knowledge required to make investment recommendations to our customers. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you’ll do:
- Assist Wealth Advisor on marketing, business development, seminar preparation and presentation
- Prepare and conduct educational seminars for branch personnel in order to enhance referral sources
- Assist Wealth Advisor with implementation of financial planning services for Investment customers
- Conduct appointments with customer for purposes of selling appropriate mutual funds or other investments
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you’ll need:
- FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 90 days
- Texas Group 1 Insurance License (Life, Accident, Health, and HMO) or, the ability to obtain necessary licenses within 90 days
- Current or past experience selling investment products and services with 2+ years Investment Services experience
- Excellent written and verbal communication skills
- Proficient in Microsoft computer applications
Our Benefits
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
- Medical, dental, vision, long-term, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.
Skills Required
- FINRA Series 7, 63, and 65 licenses or 7 and 66 licenses
- Texas Group 1 Insurance License
- 2+ years Investment Services experience
- Excellent written and verbal communication skills
- Proficient in Microsoft computer applications
What We Do
At Frost, everything we do is aimed at making customers’ lives better. We do it by creating and delivering great experiences to them every time they interact with us. Through teamwork, collaboration and a commitment from everyone involved, we’ve succeeded in that goal time and time again. And we’re incredibly proud of the results—technology that helps us serve our customers, industry-leading security that inspires confidence and a quick and agile workforce that serves our customers in ways no other bank can. Frost provides banking, investments and insurance services to businesses and individuals throughout Texas. Founded in 1868, Frost is one of the 50 largest U.S. banks by asset size.
