Associate Advisor

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.

• Assist Wealth Advisor on marketing, business development, seminar preparation, and presentation.
• Prepare and conduct educational seminars for branch personnel to enhance referral sources.
• Assist Wealth Advisor with implementation of financial planning services for Investment customers.
• Conduct appointments with customers for purposes of selling appropriate mutual funds or other investments.
• Always take action using integrity, caring, and excellence to achieve all‑win outcomes.

• FINRA Series7,63, and
  65 licenses; or FINRA Series7 and
  66 licenses; or the ability to obtain necessary licenses within 90 days.
• Texas Group1 Insurance License (Life, Accident, Health, and HMO) or the ability to obtain necessary licenses within 90 days.
• Current or past experience selling investment products and services with 2+ years Investment Services experience.
• 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.

Since 1868, Frost has dedicated its 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 a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger.

Frost was named to Forbes magazine’s list of the Best Employers. Frost is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status.

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