Job Description

It’s about investing in people, our people.

Are you ready to facilitate all the moving pieces to help deliver a top-quality investments experience? Have you received compliments before on your public speaking skills and ability to present information? Are you passionate about providing people the necessary tools to succeed in their roles? If so, being a Frost Investments Learning and Development Training II with Frost could 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 Frost Investments Learning and Development Training II, you are our educator. In this role, you will be responsible for overseeing the development and implementation of comprehensive training programs for financial advisor teams. You believe knowledge is power and are committed to staying up to date on new training methodologies to constantly improve curriculum. Most importantly, this role is about ensuring training is reflective of our company culture and aligned with our core values of integrity, caring and excellence.

What you’ll do: 

• 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

What you’ll need:

• 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

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.