Top 30 Cpa Jobs in Fredericksburg, Tx

Financial Advisor II
Frost Bank —Fredericksburg, TX
- Full-time
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- Disability insurance
Tax Professional - Franchise Location
H&R Block —Fredericksburg, TX
- Full-time
- CPA
- Sales
- 5 years
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- CPA
- Bachelor's degree
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Federal Bureau of Investigation —United States
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- Full-time
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- Health insurance
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- Full-time
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- Azure
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Financial Advisor II

Frost Bank -
Fredericksburg, TX

Apply Now

Job Details

Full-time

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Referral program

Qualifications

Customer communication
Series 7
Desktop applications
Series 24
FINRA License
Computer skills
Productivity software
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

It’s about helping others establish a financial foundation and build their dreams.

Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers’ complex problems and delivering next-level customer experience to everyone you meet?

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 Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you’ll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you’ll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.

What you’ll do:

Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice
Actively develop new business while also managing and maintaining existing client relationships
Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences
Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding
Collaborate with attorneys and accountants regarding estate, gift, and income tax planning
Market investment products and services to new and existing Frost Bank and Frost Brokerage clients

What you’ll need:

Bachelor's degree in business, economics, or related discipline or 5+ years of related experience
FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire
General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire
Proficiency in Microsoft applications
Excellent written and verbal communication skills
Strong organizational and time-management skills and can adapt quickly to fast-paced environments

Additional Preferred Skills:

5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience
Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor
Master's degree in business, economics, or related discipline

Frost 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.

Apply Now

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cpa jobs in fredericksburg, tx

Financial Advisor II

Tax Professional - Franchise Location

Relationship Manager – Private Wealth & Tax Solutions

FBI Special Agent: CPA/Accounting/Finance Expertise

Senior Tax Preparer

Senior Tax Research Specialist

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