About this role
Financial Advisor II at Frostbank. Location: Plano, Texas, United States. Role: building relationships, developing business, providing advice Requirements: Bachelor's in business/economics or 5+ years experience; FINRA Series licenses (7,63,65 or 7+66) or ability to obtain within 120 days; general lines agent license (life/accident/health/HMO) or ability to obtain within 90 days; Microsoft proficiency; strong communication and organizational skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft applications Certifications: series 7, series 63, series 65, series 66, general lines agent, cfp, cws, cpa, cfa, cima, ctfa Commitment: Full Time Workplace: Onsite Languages: English