Retirement Services Advisor I

Job Description
It’s about being there and building trust.
Do you consider yourself to be a self-starter? Do you enjoy using your expertise to set others up for financial success? Are you willing to step outside your comfort zone to provide next-level products, services, and opportunities to our customers? If so, then the Retirement Services Advisor I role might be for you!
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Retirement Services Advisor I, it’s all about building relationships. In this role, you are responsible for the overall quality and longevity of our customers’ relationships with the bank. Our trust Retirement Services Advisors are adaptable, inquisitive, and driven to succeed. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you’ll do:
Act as the advisor for retirement plan, IRA, and institutional custody clients, focusing on customer engagement
Proactively schedule and participate in client meetings to ensure their needs are consistently addressed
Communicate and coordinate with retirement plan sponsors, supporting the preparation of plan investment reviews and assisting with employee education meetings
Administer assigned Individual Retirement Accounts, meet with clients and investment personnel to establish accounts and define investment objectives, monitor required minimum distributions, and validate 1099-R and 5498 reporting for accuracy
Act as a point of contact for operational questions and assist with departmental training initiatives
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you’ll need:
Bachelor's degree, preferably in Finance or Economics; or equivalent experience
Excellent written and verbal communication skills
Proficiency in Microsoft applications
Additional Preferred Skills:
Knowledge of Frost’s retirement products and services
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
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, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you, we encourage you to apply and see what’s possible at Frost.