Financial Advisor Assistant

At Frost Bank, we understand the importance of financial planning and guiding our clients towards their financial goals. That's why we are looking for a skilled and driven Financial Advisor Assistant to join our team. This role requires someone who is passionate about finance, has excellent communication skills, and is dedicated to providing exceptional customer service. If you are a self-motivated and detail-oriented individual with a strong understanding of financial concepts, we invite you to apply for this exciting opportunity and be a part of our growing team at Frost Bank.

1. Assist Financial Advisors: The main responsibility of the Financial Advisor Assistant will be to provide support to the financial advisors in all aspects of their work. This includes preparing client meeting materials, scheduling appointments, and conducting research.
2. Client Communication: The Financial Advisor Assistant will be responsible for communicating with clients on behalf of the financial advisors. This includes answering client inquiries, providing updates on their portfolios, and addressing any concerns or questions they may have.
3. Financial Planning: The assistant will work closely with the financial advisors to assist with financial planning for clients. This may include gathering financial data, analyzing investment options, and creating financial plans tailored to each client's specific goals and needs.
4. Customer Service: Providing exceptional customer service is a vital responsibility of this role. The assistant will be expected to maintain a professional and friendly demeanor when interacting with clients, ensuring they feel valued and supported.
5. Record Keeping: The Financial Advisor Assistant will be responsible for maintaining accurate and organized records of all client interactions, financial plans, and relevant documents. This will require strong attention to detail and organization skills.
6. Market Research: Staying up-to-date with market trends and financial news is crucial in this role. The assistant will be responsible for conducting market research and providing updates to the financial advisors to assist in their decision-making processes.
7. Administrative Tasks: The Financial Advisor Assistant will be responsible for a variety of administrative tasks, such as managing calendars, scheduling meetings, and maintaining office supplies.
8. Compliance: Adhering to all compliance and regulatory guidelines is essential in this role. The assistant will be responsible for ensuring all client information is handled confidentially and in compliance with industry regulations.
9. Teamwork: Collaboration and teamwork are essential in this role. The assistant will be expected to work closely with other team members to ensure client needs are met efficiently and effectively.
10. Professional Development: The assistant will be responsible for staying up-to-date with industry developments and continuously developing their knowledge and skills in the

According to JobzMall, the average salary range for a Financial Advisor Assistant in US-281, San Antonio, TX, USA is $33,000 - $48,000 per year. However, this can vary depending on factors such as experience, education, and the specific employer. Some financial advisor assistants may also receive bonuses or commission based on their performance.

Frost Bank is a Texas-chartered bank based in San Antonio with 134 branches and 1,300 automated teller machines, all in Texas. It is the primary subsidiary of Cullen/Frost Bankers, Inc., a bank holding company. It is on the list of largest banks in the United States.