It’s about supporting people, our people.
Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Financial Planning Specialist might be the role 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 a Financial Planning Specialist, you are our quality control. In this role, you will assist in the preparation of financial plans within Frost Wealth Management. You will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans. You welcome a challenge and want to improve financial performance with integrity, caring, and excellence in mind.
What you’ll do:
Deliver or review Wealth Advisor’s financial plans created for Frost clients to ensure quality and feasibility
Keep up to date on tax law and regulations to remain knowledgeable on industry standards
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you’ll need:
Bachelor’s degree
Experience in producing financial plans and working with financial planning software
Excellent written and verbal communication skills
Proficient in Microsoft computer applications
Excellent time management and organizational skills
Additional Preferred Skills:
SIE and Series 7 License
Certified Financial Planner (CFP) designation
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 disability, 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 in 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
- Bachelor's degree
- Experience producing financial plans
- Experience working with financial planning software
- Excellent written and verbal communication skills
- Proficiency in Microsoft computer applications
- Excellent time management and organizational skills
- SIE license
- Series 7 license
- Certified Financial Planner designation
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.
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