Job Description
It’s about helping others establish a financial foundation and build their dreams.
Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers’ complex problems and delivering next-level customer experience to everyone you meet?
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 Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.
What you’ll do:
- Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice
- Actively develop new business while also managing and maintaining existing client relationships
- Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences
- Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding
- Collaborate with attorneys and accountants regarding estate, gift, and income tax planning
- Market investment products and services to new and existing Frost Bank and Frost Brokerage clients
What you’ll need:
- 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 them within 120 days of hire
- General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire
- Proficiency in Microsoft applications
- Excellent written and verbal communication skills
- Strong organizational and time-management skills and can adapt quickly to fast-paced environments
Additional Preferred Skills:
- 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience
- Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor
- Master's degree in business, economics, or related discipline
Frost 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.
What We Do
The Great Lakes Water Authority (GLWA) is a regional water and sewer authority that services nearly 40 percent of the water customers in Michigan
On June 12, 2015, history was made as the Great Lakes Water Authority and the City of Detroit entered into 40-year leases providing for GLWA’s operation of the regional water and sewer system. On January 1, 2016, GLWA began regional operations. GLWA is an important example of regional collaboration in southeast Michigan, with the City of Detroit, the counties of Wayne, Oakland, and Macomb, and the State of Michigan officially uniting to ensure that both city and suburban water and sewer customers have a powerful voice in the management and direction of one of largest water and wastewater utilities in the United States.
With the stand-up of the new authority, GLWA assumed operational, infrastructure improvements, environmental compliance and budget-setting responsibilities for the regional water and sewage treatment plants, major water transmission mains and sewage interceptors, and related facilities. These facilities are leased from the City of Detroit for an allocation of $50 million per year to fund capital improvements for the City of Detroit retail system and/or Detroit’s share of capital improvements to the regional system.
Currently GLWA provides wholesale water and waste water services to 126 municipalities in seven Southeastern Michigan counties, which is equivalent to approximately 3.9 million customers.
In keeping with the spirit of collaboration from which GLWA was created, the authority is governed by a Board of Directors that includes one representative each from Oakland, Macomb and Wayne counties as well as two representatives from the City of Detroit, and one appointed by the Governor of the State of Michigan to represent customer communities outside the tri-county area