Frostbank
Leander, Texas

Wealth Advisor III

OnsitePosted 4 days ago

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Job details

Location
Leander, Texas
Work type
Onsite
Posted
4 days ago
Apply on
frostbank.wd5.myworkdayjobs.com

About this role

Bachelor's in business/finance/economics or equivalent; FINRA Series 7/63/65 or 7/66 (or obtain within 120 days); General Lines Agent license (or obtain within 120 days); strong organization, communication, and Microsoft application proficiency.

What you'll do at Frostbank:

  • retaining clients
  • expanding relationships
  • delivering proposals

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About Frostbank

Frostbank
Leander, Texas