Financial Training Specialist
12 hours ago
About Frost Bank
We're a bank with a legacy that spans over 150 years, committed to providing unparalleled banking services. Our focus is on fostering an environment that reflects our values and encourages team members to thrive.
What We Offer
At Frost, we offer a competitive salary of $85,000 per year, along with a range of benefits including medical, dental, vision, long-term disability, and life insurance. We also offer 401(k) matching, a generous holiday and paid time off schedule, tuition reimbursement, and extensive health and wellness programs.
Job Summary
We're seeking a Financial Training Specialist to join our team. In this role, you will be responsible for overseeing the development and implementation of comprehensive training programs for financial advisor teams. This includes developing and conducting in-person and virtual training sessions on various investment products, financial planning strategies, and sales techniques.
Key Responsibilities
- Develop and implement comprehensive training programs for financial advisor teams to ensure accurate development throughout the department
- Conduct in-person and virtual training sessions on various investment products, financial planning strategies, and sales techniques
- Facilitate workshops and seminars to ensure continuous learning and professional development
- Collaborate with other training specialists to share best practices, standardized training approaches, and drive strategic initiatives
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
Requirements
- Bachelor's degree in finance, Business Administration, or a related field
- 2+ years of experience in financial services, training, or an advisory role
- Knowledge of investment products, financial planning and investment operations
- Strong organizational and communication skills
- Excellent presentation, communication, and interpersonal skills.
- Series 7, 63, 65/66 or the ability to obtain within 120 days
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