Paraplanner For Mission Financial Planners, LLC Kestra Financial Independent AdvisorParaplanner For Mission Financial Planners, LLCSan Antonio, TXAs a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals.
Paraplanner for Mission Financial Planners, LLC Kestra Financial Independent AdvisorParaplanner for Mission Financial Planners, LLCSan Antonio, TXAs a Para Planner at Mission Financial Planners, you will play a pivotal role in supporting our financial advisory team by preparing comprehensive financial plans, conducting research, and assisting with client management. Your analytical skills will help ensure that our clients receive tailored solutions that align with their financial goals.
Financial Advisor Northwestern MutualFinancial AdvisorSan Antonio, Texas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Solutions Advisor - Central & South San Antonio Area Bank of America CorpFinancial Solutions Advisor - Central & South San Antonio AreaSan Antonio, TXResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - Central & South San Antonio Area San Antonio, Texas; San Antonio, Texas; Schertz, Texas; San Antonio, Texas; San Antonio, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - South Austin & North San Antonio Area Bank of America CorpFinancial Solutions Advisor - South Austin & North San Antonio AreaSan Antonio, TXResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor - South Austin & North San Antonio Area San Antonio, Texas; Boerne, Texas; Service Rd South (TX9376), Austin; Austin, Texas; Kyle, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Manufacturing Planner 3 - 2nd shift StratAcuity Staffing Partners IncManufacturing Planner 3 - 2nd shiftSan Antonio, TX$30–$35 / hourIn terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
Financial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet Appointment United Placement GroupFinancial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet AppointmentSan Antonio, TX$100,000–$350,000If you’re ready to step into a system where the appointments are set, the support is built in, and your income is tied to production—not prospecting—apply now. This opportunity is built for experienced Advisors who want to spend their time closing—not prospecting.
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.
Financial Advisor - Career Transition New York LifeFinancial Advisor - 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.
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.
Merrill Advisor Development Program - Financial Advisor: Lone Star Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Lone Star MarketSan Antonio, TXOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Back to search results Merrill Advisor Development Program - Financial Advisor: Lone Star Market San Antonio, Texas; Corpus Christi, Texas; McAllen, Texas Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor Teacher's Pension and Insurance ServicesFinancial AdvisorSan Antonio, TX$50,000–$100,000Scheduled Presentations (Your Primary Lead Source): • 2-4 on-campus presentations per month scheduled for you • 10-15 educators per presentation (typically lunch meetings or staff meetings) • 50% conversion rate from presentations to individual appointments • Minimum 2 weeks advance notice - you can accept or decline any presentation • Within your specified drive radius - we work around your preferred territory. Perfect For: • Advisors seeking purpose-driven work with predictable lead flow • Former wirehouse or captive agents wanting freedom + support • Career-changers with licenses looking for a proven system • Mid-career advisors tired of cold prospecting and bureaucracy • Professionals who prefer relationship-building over cold calling.
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.
Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Senior - Federal / Corporate TaxSan Antonio, TX$74,925–$134,250 / yearAs a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxSan Antonio, TX$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Wealth Advisor SWBCWealth AdvisorSan Antonio, TexasWealth 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.
Lecturer, Department of Finance - College of Business University of Texas at San AntonioLecturer, Department of Finance - College of BusinessSan Antonio, TXTechniques of financial engineering have become indispensable to a wide spectrum of business activities, including investment banking, commercial banking, corporate finance, portfolio management, risk management, insurance, and management and decision-making in the real estate industry. We will equip students with the knowledge, skills, and real-world experiences they need to thrive in todays workforce, while enabling faculty to turn bold ideas into transformative solutions through high-impact research and instruction.
J.P. Morgan Wealth Management - Private Client Advisor - North East San Antonio JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North East San AntonioNew Braunfels, TXUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
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.
Wealth Portfolio Manager Frost BankWealth Portfolio ManagerSan Antonio, Texas5+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or financial services organization OR 3+ years experience in a portfolio management role along with a Master’s degree in an appropriate discipline, or a CFA or a CFP designation. As a Wealth Portfolio Manager with Frost Wealth Management, you will be responsible for managing assets within proprietary strategies developed by Frost Wealth Management.