Senior Financial Advisor Assistant

Are you passionate about providing exceptional financial advice and support? Do you have extensive experience in the banking industry? Frost Bank is seeking a highly motivated and experienced Senior Financial Advisor Assistant to join our team. As a trusted member of our team, you will have the opportunity to work closely with our Senior Financial Advisors and assist them in providing top-notch financial guidance to our valued clients. We are looking for someone who is committed to delivering personalized and comprehensive financial solutions while maintaining the highest level of professionalism and integrity. If you possess strong communication skills, a deep understanding of financial products and services, and a desire to make a positive impact on people's financial well-being, we want to hear from you. Join our team at Frost Bank and take the next step in your career as a Senior Financial Advisor Assistant.

1. Assist Senior Financial Advisors in providing exceptional financial advice and support to clients.
2. Collaborate with Senior Financial Advisors to develop and implement personalized financial plans for clients.
3. Conduct research on various financial products and services to support Senior Financial Advisors in making informed recommendations to clients.
4. Build and maintain strong relationships with clients by providing excellent customer service and addressing their financial needs.
5. Stay up-to-date with industry trends, regulations, and best practices to ensure compliance and provide the most relevant and effective financial solutions.
6. Prepare and review financial reports and presentations for Senior Financial Advisors.
7. Manage and organize client files and documentation in a timely and accurate manner.
8. Schedule and coordinate client meetings, including sending out invitations, preparing meeting materials, and following up on action items.
9. Communicate and collaborate with other team members to ensure a seamless and efficient workflow.
10. Uphold the highest level of professionalism and integrity in all interactions with clients, colleagues, and stakeholders.
11. Continuously seek opportunities for professional growth and development to enhance skills and knowledge in the financial industry.
12. Represent Frost Bank in a positive and professional manner at all times.
13. Comply with all company policies, procedures, and regulations.
14. Handle confidential information with discretion and maintain the security of client data.
15. Assist in identifying and implementing process improvements to increase efficiency and effectiveness in providing financial services to clients.

According to JobzMall, the average salary range for a Senior Financial Advisor Assistant in Austin, TX, USA is between $50,000 and $70,000 per year. However, this can vary depending on factors such as experience, education, and the specific company or organization the individual is working for.

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.