Financial Planning Specialist
Core
Quality control specialist for Wealth Advisor financial plans within Frost Wealth Management, ensuring quality and feasibility for clients.
Role type
Financial Planning Specialist (Quality Control)
Builds
Client-focused financial plans
Domain
Banking / Wealth Management
Required skills
Financial planning software proficiency, Tax law knowledge, Financial services industry knowledge, Microsoft applications proficiency
Preferred skills
SIE License, Series 7 License, CFP designation
Responsibilities
Review Wealth Advisor financial plans for quality and feasibility, Keep up to date on tax law and regulations
Seniority
Individual Contributor