Financial Advisor II

Frost Mason , OH 45040

Posted 3 weeks ago

Note: Once you start the application you will not be able to save for later or continue where you left off at a later time.

Job Description

As a Financial Advisor II with Frost Brokerage Services, you will be responsible for proactively marketing Frost Bank managed accounts and Frost Brokerage products and services to new and existing clients. Responsibilities will providing complex financial planning services including cash flow modeling, retirement planning, and education funding; collaborating with attorneys and accountants regarding estate, gift, and income tax planning; marketing investment products and services to new and existing Frost Bank and Frost Brokerage clients; contacting prospects and initiating sales calls; focusing on bringing profitable business to Frost, maintaining these relationships, and staying current on which products may be appropriate for clients; actively developing business and generating referral sources; analyzing financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences; meeting with clients regularly to review financial plans, objectives, tax situations, and investment portfolios; assisting customers with Financial Planning through Frost's managed account platform; and understanding client priorities and use investment knowledge to recommend potential products/services. The candidate will actively develop new business while also managing and maintaining existing client relationships.


  • Bachelor's Degree in Business, Economics, or related discipline; or, 5+ years of related experience

  • FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 90 days

  • General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days

  • Proficient in Microsoft computer applications

  • Excellent written and verbal communication skills

  • Strong organization skills and time management ability


  • 5+ years investment related sales experience, with portfolio management, security analysis, and client interaction experience

  • Certified Financial Planner, Certified Wealth Strategist, or other designation such as CPA, CFA, CIMA, or CTFA

  • Master's Degree in Business, Economics, or related discipline

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Financial Advisor II