Senior Compliance Advisor - Lending Frost BankSenior Compliance Advisor - LendingSan Antonio, TexasMonitor regulatory developments, assess their impact on business operations, and support implementation of necessary changes to ensure proactive and ongoing compliance with applicable laws and regulations. Maintain accurate records of compliance activities, assist in the periodic creation of leadership reports as needed, and support regulatory examinations or audits.
Mortgage Loan Advisor III Frost BankMortgage Loan Advisor IIISan Antonio, TexasSince 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Independently collaborate with processors and underwriters to streamline processes and to consistently create an exceptional customer experience throughout the bank.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorBoerne, TX$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Wealth Advisor Southwest Business CorporationWealth AdvisorSan Antonio, TXWealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals. Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
Senior Wealth Advisor MarinerSenior Wealth AdvisorSan Antonio, TexasCollaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios. Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values.
Financial Advisor - Lone Star National Bank, San Antonio LPL FinancialFinancial Advisor - Lone Star National Bank, San AntonioSan Antonio, Texas$60,000–$80,000 / yearThis employment opportunity at Lone Star National Bank in San Antonio, TX would allow you to join the Investment Program at Lone Star National Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Lone Star National Bank for financial solutions.
Mortgage Loan Advisor III Cullen/Frost Bankers IncMortgage Loan Advisor IIISan Antonio, TXSince 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Independently collaborate with processors and underwriters to streamline processes and to consistently create an exceptional customer experience throughout the bank.
Senior Compliance Advisor - Lending Cullen/Frost Bankers IncSenior Compliance Advisor - LendingSan Antonio, TXMonitor regulatory developments, assess their impact on business operations, and support implementation of necessary changes to ensure proactive and ongoing compliance with applicable laws and regulations. • Maintain accurate records of compliance activities, assist in the periodic creation of leadership reports as needed, and support regulatory examinations or audits.
Wealth Management Advisor - San Antonio, TX TIAAWealth Management Advisor - San Antonio, TXSan Antonio, TX$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Financial Advisor - Lone Star National Bank, San Antonio LPL Financial ServicesFinancial Advisor - Lone Star National Bank, San AntonioSan Antonio, TX$60,000–$80,000 / yearThis employment opportunity at Lone Star National Bank in San Antonio, TX would allow you to join the Investment Program at Lone Star National Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Lone Star National Bank for financial solutions.
Quick Lane Advisor Mac Haik's Southway FordQuick Lane AdvisorSan Antonio, TexasIf you're looking for more than just a job and want the opportunity to build a rewarding career while delivering exceptional customer service at one of South Texas' premier Ford dealerships, apply today and start your future with Mac Haik's Southway Ford . We're looking for a driven, customer-focused Quick Lane Service Advisor who thrives in a fast-paced environment, enjoys building customer relationships, and is passionate about delivering exceptional service.
Wealth Advisor - San Antonio, TX Truist BankWealth Advisor - San Antonio, TXSan Antonio, TexasAdvanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*
NewInternal Controls Financial Reporting Advisor (Mid-Level) USAAInternal Controls Financial Reporting Advisor (Mid-Level)San Antonio, North Carolina$93,770–$179,240 / yearManages the following initiatives on behalf of ICFR Program Management Office (PMO) in support of ICFR related initiatives which may include: Oversees and maps business processes to significant accounts, coordinates and/or facilitates execution of walkthrough schedule/sessions, conducts re-testing activities, supports process owner attestation process, assists with documenting evaluation results in support of final ICFR effectiveness decisions. Experience auditing financial reporting/SOX controls in Shared Service process areas (e.g., Cash Disbursements, Capitalized Software, Intercompany, Compensation, Income Taxes, Financial Statement Close, Entity Level Controls, Fixed Assets, Accounts Payable and Investments).
Wealth Advisor - San Antonio, TX Truist Financial CorporationWealth Advisor - San Antonio, TXSan Antonio, TXEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
Financial Planner Trainee - Career Transition New York LifeFinancial Planner Trainee - Career TransitionSan Antonio, TXProducts & Solutions: New York Life and its subsidiaries offer a broad range of solutions, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds¹ through NYLIFE Securities LLC (member FINRA and SIPC), a Licensed Insurance Agency. Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content.
Senior Compliance Officer Victory Capital Holdings IncSenior Compliance OfficerSan Antonio, TX$110,000–$130,000 / yearReview and approve marketing materials for registered investment products across multiple investment franchises, including mutual funds, active/passive ETFs, and UCITS marketed to US Offshore market. You Will: Interpret and apply knowledge of rules and regulations to the review and approval of marketing materials, including advertising, sales literature, institutional material, digital communications, advisory programs, and other types of communications to ensure compliance with applicable regulations.
Registered National Investor Center Support Associate Citigroup IncRegistered National Investor Center Support AssociateSan Antonio, TX$62,620–$87,380 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing, and reporting control issues with transparency. The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citis Investment clients.
Registered Client Service Associate (San Antonio, TX) Raymond James Financial IncRegistered Client Service Associate (San Antonio, TX)San Antonio, TXThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
Relationship Manager - EGP Bank of America CorpRelationship Manager - EGPSan Antonio, TXKey responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Private Wealth Relationship Manager Bank of AmericaPrivate Wealth Relationship ManagerSan Antonio, TexasHe or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.