Financial Development Specialist
2 weeks ago
As a Financial Development Specialist at Frost Bank, you will play a critical role in driving the growth and development of our financial advisor teams. This position requires an individual with strong organizational and communication skills, as well as a passion for staying up-to-date on new training methodologies and technologies.
About the RoleIn this role, you will be responsible for developing and implementing comprehensive training programs to ensure accurate development throughout the department. You will also conduct in-person and virtual training sessions on various investment products, financial planning strategies, and sales techniques. Additionally, you will facilitate workshops and seminars to ensure continuous learning and professional development.
Responsibilities- Develop and implement comprehensive training programs for financial advisor teams
- Conduct in-person and virtual training sessions on various investment products and financial planning strategies
- Facilitate workshops and seminars to ensure continuous learning and professional development
- Collaborate with other training specialists to share best practices and drive strategic initiatives
- 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 and interpersonal skills
- Series 7, 63, 65/66 or the ability to obtain within 120 days
- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs
The estimated salary for this position is $80,000 - $110,000 per year, depending on experience and qualifications.
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