Frost Investments Learning and Development Specialist
3 days ago
Empowering Financial Advisors through Comprehensive Training
We're seeking a highly skilled and passionate individual to join our team as a Frost Investments Learning and Development Trainer II. In this role, you will be responsible for designing and delivering top-notch training programs that equip financial advisors with the knowledge and skills needed to excel in their roles.
Your Key Responsibilities:
- Develop and implement comprehensive training programs that cater to the needs of financial advisor teams
- Conduct engaging in-person and virtual training sessions on investment products, financial planning strategies, and sales techniques
- Facilitate workshops and seminars to foster continuous learning and professional growth
- Collaborate with other training specialists to share best practices and drive strategic initiatives
- Embody Frost's core values of integrity, caring, and excellence in all aspects of your work
What We're Looking For:
- Bachelor's degree in finance, business administration, or a related field
- 2+ years of experience in financial services, training, or an advisory role
- Strong knowledge of investment products, financial planning, and investment operations
- Excellent communication, presentation, and interpersonal skills
- Series 7, 63, 65/66 or the ability to obtain within 120 days
Why Join Frost?
We offer a comprehensive benefits package, including medical, dental, vision, long-term disability, and life insurance, as well as 401(k) matching, generous holiday and paid time off, tuition reimbursement, and extensive health and wellness programs.
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