- Service existing small accounts (generally less than $50,000 in assets) within Frost Brokerage
- Assist house account customers as needed, providing investment recommendations based on client risk tolerance, goals, objectives, and preferences
- Maintain in-depth knowledge of systems that provide financial advice to customers; answer questions from clients regarding what actions they could take given this investment advice
- Communicate with house account customers to facilitate the buying or selling of appropriate mutual funds, stocks, bonds, and annuities. Monitor and execute trades
- Perform all other duties as assigned
- 2+ years Investment Services experience, or an equivalent combination of relevant education and experience
- FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 120 days.
- General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days.
- Excellent written and verbal communication skills
- Proficient in Microsoft computer applications
- Medical, dental, vision, long-term, 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
-
Central Associate Advisor
1 week ago
Frost Bank Houston, United States**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 prob ...
-
Associate Financial Advisor
1 week ago
Prime Capital Investment Advisors Houston, United StatesPrime Capital Investment Advisors is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Houston, TX. This is a great opportunity for someone looking to start or advance their career as a financial ...
-
Associate Financial Advisor
2 weeks ago
CNI Consulting Inc. Houston, United StatesJob Description · ASSOCIATE FINANCIAL ADVISOR · Overview · Our client is currently seeking an Associate Financial Advisor to join their growing team in their Houston, TX office. · The Associate Financial Advisor, or AFA, will support the Financial Advisor to further develop a ...
-
Associate Financial Advisor
2 weeks ago
Prime Capital Investment Advisors Houston, United StatesPrime Capital Investment Advisors is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Houston, TX. This is a great opportunity for someone looking to start or advance their career as a financial ...
-
Associate Wealth Advisor
2 weeks ago
Bessemer Trust Houston, United StatesJob Summary: · The Associate Wealth Advisor will work closely with Senior Wealth Advisors and serve as the strategic liaison in helping to identify ultra high net worth prospects. · Responsibilities: · Develop strategies with Senior Wealth Advisors and Regional Directors for l ...
-
Commercial Associate Risk Advisor
3 days ago
Arthur J. Gallagher & Co. Houston, United StatesIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding ...
-
Associate Science and Medicine Advisor
5 days ago
American Heart Association Houston, United States**Overview** · As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives as we remain devoted to a future of health and hope for everyone, everywhere. At the American Heart Ass ...
-
Commercial Associate Risk Advisor
6 days ago
Gallagher Houston, United StatesAbout Us: · Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, ...
-
Commercial Associate Risk Advisor
3 days ago
Gallagher Houston, United StatesAbout Us: · Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, ...
-
Service Advisor
2 weeks ago
Russell & Smith Ford Houston, United StatesService Advisor - Ford · Ford · Houston, Texas · Service Advisor Ford · Our Service Advisors are the face of our service department. That means greeting every customer with a smile and using your customer driven personality to understand their repair needs while making them feel ...
-
Service Advisor
2 weeks ago
Russell & Smith Honda Houston, United StatesService Advisor - Honda · HONDA · Houston, Texas · Service Advisor - Honda · Our Service Advisors are the face of our service department. That means greeting every customer with a smile and using your customer driven personality to understand their repair needs while making them ...
-
Client Service Associate
6 days ago
PNC Financial Services Group Houston, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
-
Experienced Automotive Service Writer/advisor
2 weeks ago
Vaughan Automotive - Mike Calvert Toyota Houston, United States**Service Advisor** · Mike Calvert Toyota is looking for **experienced** Service Advisors who are experts in the art and science of customer service. Must be able to greet guests, schedule appointments and act as a liaison between customers and service techs. If you can make cust ...
-
Entry Level Patent Coordinator
1 week ago
Patterson and Sheridan LLP Houston, United StatesHouston, TX · **Entry Level Patent Coordinator** · - Houston, Texas_ · The Patent Coordinator (PC) is responsible for preparing all documents in support of U.S. patent preparation and prosecution activities under the review and advisement of an attorney or partner. The PC will be ...
-
Service Technician
2 weeks ago
Team Gillman Houston, United States**Service Technician - Automotive** · We run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them w ...
-
Used Car Technician Subaru North
2 weeks ago
Team Gillman Houston, United States**Used Car Service Technician - Automotive** · We run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by payi ...
-
Registered Client Service Associate
2 weeks ago
Morgan Stanley Houston, United StatesRegistered Client Service Associate · Job Number: · 3248748 · POSTING DATE: Apr 9, 2024 · PRIMARY LOCATION: Americas-United States of America-Texas-Houston · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Non-Exempt · DESCRIPTION · -: · Registered Client Service ...
-
Service Adviser
2 weeks ago
Team Gillman Houston, United States**Service Advisor - Automotive** · We need a Service Advisor who is an expert in the art and science of customer service. Must be able to greet guests, schedule appointments and act as a liaison between customers and service techs. If you can make customers feel welcome and confi ...
-
Branch Administrator
5 days ago
Cetera Financial Group Houston, United StatesThe Office Support Associate (aka Branch Administrator) acts as an Office Coordinator to ensure smooth daily administration and operations support to a financial services branch office. This person will support the Branch Manager (BM) and Assistant Manager (AM) by creating a welc ...
-
Experienced Service Advisor
2 weeks ago
Team Gillman Houston, United States**Experienced Service Advisor - Automotive** · We need a Service Advisor who is an expert in the art and science of customer service. Must be able to greet guests, schedule appointments and act as a liaison between customers and service techs. If you can make customers feel welco ...
Central Associate Advisor - Houston, United States - Frost Bank
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? If so, the Central Associate Advisor role might be for you
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 CentralAssociate Advisor , you will be responsible for the servicing of smaller Frost Brokerage accounts. You enjoy interacting with clients and look forward to answering questions regarding what actions they could take given your investment advice. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
What you'll need:
Our Benefits
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: