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Senior Financial Planner & Client Wealth Advisor
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-07-01
Listing for:
Frost
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Frost in Plano, Texas, is seeking a Financial Advisor III who will help clients with financial plans and provide financial advice. This role involves building relationships with clients, managing business development, and offering comprehensive financial planning services, including retirement planning.
The ideal candidate should possess a Bachelor's degree, relevant FINRA licenses, and strong communication skills. Frost offers robust benefits such as medical coverage, 401(k) matching, and a tuition reimbursement program.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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