Industry: Private

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

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Full Job Description

Frost Bank Job Advertisement: Financial Planner

About Frost Bank

Frost Bank is a Texas-chartered bank based in San Antonio with 134 branches across the state. Since 1868, Frost has been helping families and businesses with their financial needs through a wide range of banking, investment, and insurance services. At Frost, we believe in building lasting relationships with our customers by providing exceptional service and customized financial solutions.

Position: Financial Planner

Location: San Antonio, TX

Job Description

We are currently seeking a talented and experienced Financial Planner to join our team at Frost Bank in San Antonio. As a Financial Planner, you will be responsible for providing comprehensive financial planning services to individuals and families to help them achieve their financial goals. You will work closely with clients to understand their financial needs and develop customized financial plans to address their goals and objectives.

Key Responsibilities

• Conduct in-depth financial analysis to assess a client’s current financial situation
• Develop and implement personalized financial plans tailored to each client’s unique goals
• Provide recommendations on investment strategies, retirement planning, estate planning, and risk management
• Monitor and review client portfolios regularly to ensure they are on track to meet their financial objectives
• Stay up-to-date on industry trends, market developments, and regulatory changes in financial planning
• Build and maintain strong relationships with clients to provide ongoing support and guidance

Qualifications

• Minimum of 3 years of experience in financial planning or wealth management
• Certified Financial Planner (CFP) designation required
• Bachelor’s degree in finance, accounting, economics, or related field
• Strong analytical skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team

Benefits

At Frost Bank, we offer competitive salaries and a comprehensive benefits package that includes medical, dental, and vision coverage, 401(k) retirement plan with employer matching, paid time off, and professional development opportunities. We also believe in promoting a healthy work-life balance for our employees and provide a supportive and inclusive work environment.

How to Apply

If you are interested in this exciting opportunity to join Frost Bank as a Financial Planner in San Antonio, please apply on this page. We are looking for motivated individuals who are passionate about helping clients achieve their financial goals and are dedicated to delivering exceptional service. Join us at Frost Bank and be part of a team that is committed to making a positive impact on the lives of our customers.