Our Most Important Relationship Starts Here Frost’s commitment to cultivate long-term relationships is one of the reasons we’re recognized as a premier employer in the financial services industry. To attract qualified professionals, we offer an environment that’s supportive of both your professional and personal goals by providing our employees with competitive salaries and an outstanding benefits package. 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. View Employment Notices and Policies Current Frost employees must apply using the Careers application in Workday (not through this site) Job Description As a Financial Advisor Assistant at Frost, you will… Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered Always take action suing Integrity, Caring, and Excellence to achieve all-win outcomes To be successful you will need… Demonstrated customer service skills Excellent written and verbal communication skills Proficiency in Microsoft computer applications An ideal candidate will have… Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days