About this role
As a Financial Planning Specialist at Frostbank, you will play a crucial role in ensuring the quality and feasibility of financial plans for Wealth Management clients. You will leverage your financial planning expertise and software proficiency to support the development and delivery of client-focused plans, while staying current with industry regulations. This role is ideal for a detail-oriented and dependable individual seeking to contribute to a legacy of exceptional financial services.
What we are looking for 6
- Assist in preparing financial plans for Frost Wealth Management clients
- Review financial plans for quality and feasibility
- Maintain up-to-date knowledge of tax law and regulations
- Experience producing financial plans and using financial planning software
- Bachelor's degree required
- Excellent communication, time management, and organizational skills