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Wealth Advisor II at frostbank

Compensation · Listed in posting

$350,000 – $750,000

Location
New Braunfels, Texas
Type
Full-time
Level
mid
Posted

Description

Frost is hiring a Wealth Advisor II to serve as a primary contact for a portfolio of clients, develop financial plans, provide investment, insurance, and banking advice, and grow wealth-management relationships. The role requires a bachelor’s degree or equivalent experience, FINRA Series 7, 63, and 65 licenses or the ability to obtain them within 120 days, and a General Lines Agent License or the ability to obtain it within 120 days. Benefits include medical, dental, vision, disability, and life insurance, 401(k) matching, paid time off, tuition reimbursement, and wellness programs.

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