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.

Required:

  • 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

Preferred:

  • 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

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Finance Manager Financial Planning & Analysis

Honeywell

Posted 2 days ago

VIEW JOBS 4/18/2019 12:00:00 AM 2019-07-17T00:00 Finance Manager - Financial Planning & Analysis Join a team recognized for leadership, innovation and diversity An excellent career opportunity is currently available for a Finance Manager for Honeywell's Safety and Productivity Solutions business unit located in Mason, Ohio. In this exciting opportunity in a high growth environment, you will utilize your significant experience to serve as the Income Statement Leader for the Honeywell Intelligrated business. * Coordinate financial activities around AOP, STRAP, monthly forecasts, monthly reporting, related financial analysis * Drive enhanced financial reporting & analysis by leveraging available HON tools and improving capabilities * Improve processes & analytics in support of profitability, sales & margin analysis. * Focal point of contact on Income Statement related items with SPS FP&A organization * Manage and develop 1-4 direct reports, supporting the G&A functions, headcount, Indirect cost, OEF, Capex, & IT Finance (Oracle & Hyperion support). * Provide support to ad hoc projects * Establish clear, consistent reporting and operating processes - ensuring accurate and timely data availability and insightful, thorough analysis. * Act as business partner to demonstrate insight of financial analysis techniques, tools and concepts to provide practical counsel to drive results. * Identify performance issues within the business and risks and opportunities in current plan or forecast. 20 Approve of books of accounts 20 Drive timely month close 20 Drive compliance 20 Support Balance Sheet reviews 20 Participate in Internal audits You Must Have * Bachelor's Degree in Accounting, Finance, or Business Administration * Minimum of 5-10 years of experience in finance with at least 3 to 5 years of financial planning & analysis experience * Experience in managing a team directly We Value * Some financial systems and reporting experience * Some developing forecasts and operating plans * Strong skills in financial IT applications, especially in Hyperion, Oracle, & SAP systems * Exceptional analytical skills (linking results to drivers) * Self-motivated, results-oriented and assertive individual * Demonstrated leadership and influencing skills * Ability to initiate and lead projects/teams, drive actions and provide recommendations for decision making * Ability to manage multiple, critical projects simultaneously, reprioritizing as required * Strong attention to detail and ability to understand/interpret complex data & communicate it in a simple way * Ability to work in a fast-paced organization HONEYWELL SPS - The Connected Supply Chain INCLUDES * Continued Professional Development * * ADDITIONAL INFORMATION * Job ID: HRD60894 * Category: Finance * Location: 7901 Innovation Way, Mason, OH 45040 USA * Exempt * Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, or veteran status. Honeywell Mason OH

Financial Advisor II

Frost