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.
NewFinancial Advisor Management Trainee COR Financial PartnersFinancial Advisor Management TraineeSan Antonio, TXComprehensive Planning Analysis tools, brokerage and advisory platforms, as well as wealth managementOur financial consultants are paid in various ways, depending on the licenses obtained (Residuals, renewals, commissions, Assets Under Management (AUM), monthly - quarterly bonuses). Licensing Support : We'll help you obtain the required state insurance licenses and FINRA registrations as your career grows.
Appointment Setter & Client Services Coordinator SerKy ConsultingAppointment Setter & Client Services CoordinatorSan Antonio, TexasLong-term growth path: candidates willing to obtain a Life Insurance License (within 90 days) can grow into licensed client support, application assistance, and eventually a Client Relationship Manager or full-time role. - High school diploma required (Associate's/Bachelor's preferred); active Life Insurance License a strong plus, or willingness to obtain one.
Chief Financial Officer WorkTogetherChief Financial OfficerSan Antonio, TexasDirect experience with Texas school-district general-obligation bonds, interest and sinking funds, bond elections, debt issuance, rating-agency presentations, and bond-funded construction; comparable public-charter bond or facilities-financing experience will also be considered. The successful candidate will combine deep Texas public-school finance knowledge with operational discipline, sound judgment, collaborative leadership, and the ability to communicate complex financial matters clearly to the Board, staff, families, and community.
Chief Financial Officer Yoakum National BankChief Financial OfficerSan Antonio, TexasYoakum National Bank was chartered in 1890 and remains to this day a full-service, local financial institution, focused on providing banking services and personal loans to individuals and small business owners in Texas, particularly in the Yoakum, Odessa/Midland, Katy, Ganado, and Edna markets. As a member of the Bank’s executive management team, the CFO will effectively communicate with the CEO/President, other management team members, the Board of Directors and shareholders with regard to the fiscal control, profitability, and financial feasibility and risk for all areas of the organization.
Financial Analyst Senior USAAFinancial Analyst SeniorSan Antonio, Texas$103,450–$197,730 / year6 years’ experience conducting complex financial/accounting analysis and providing actionable insights to various stakeholders OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation and, 4 years of financial / accounting analysis or related work experience. Leads team or process in delivery of financial forecasts/plans for a business area or function; guides team members and oversees implementation of forecasting/planning process and model improvement initiatives and business solutions.
Managing Director - Tax & Business Advisory Services PRC ResourcesManaging Director - Tax & Business Advisory ServicesSan Antonio, TXThe Firm Operations & Client Advisory Manager will oversee the firm's accounting and tax professionals, ensure high-quality client service, and provide financial guidance to small business clients. The owner is looking for a key team member to take ownership of daily firm operations while helping clients make informed financial decisions and grow their businesses.
Financial Analyst (Embedded Banking) Vantage BankFinancial Analyst (Embedded Banking)San Antonio, TexasThe Financial Analyst (Embedded Banking) will support the financial, analytical, and reporting needs of the bank’s expanding technology driven business lines, including Banking as a Service (BaaS) and stablecoin based payment rails. The Financial Analyst evaluates new product economics, monitors reserve and safekeeping structures for stablecoin programs, and assists in ensuring the bank maintains strong financial resilience.
Financial Analyst Lead - Technology USAAFinancial Analyst Lead - TechnologySan Antonio, North Carolina$127,310–$243,340 / yearAnticipates opportunities to tackle the most complex and / or unique business problems, providing proactive financial solutions with holistic and forward-looking perspectives to enable better decision making by senior management. You provide advanced financial analysis and insights on key business drivers, mentor team members on complex financial processes, and help coordinate team priorities and workflow.
Financial Specialist 22 PrimericaFinancial Specialist 22San Antonio, TXKey Responsibilities: Lead Generation and Networking : Proactively generate leads through various channels, network with potential clients, and establish relationships within the community Sales, Calls, and Consultations : Conduct sales calls to present financial solutions, answer client questions, and effectively close sales. Our mission is to provide financial solutions that build a secure future for our clients, and we're looking for driven individuals to help us make a lasting impact.
NewPatient Financial Representative Senior- onsite Sigma IncPatient Financial Representative Senior- onsiteSan Antonio, TXSigma Inc. is seeking an experienced Patient Financial Representative Senior to join the revenue cycle team of a large hospital system in San Antonio, TX . Work inpatient and outpatient claims using UB-04 and CMS-1500 (HCFA 1500) forms.
Client Services Manager / Office Manager Clayton ServicesClient Services Manager / Office ManagerSan Antonio, TX$60,000–$80,000 / yearThe Client Services Manager will be responsible for supporting client relationships, processing account service requests, coordinating office operations, and providing administrative support to a team of financial professionals. Client Services Manager Education and Experience: 3+ years of experience in client services, administrative support, office management, or operations.
Retirement Services Business Development Officer Frost BankRetirement Services Business Development OfficerSan Antonio, TexasInitiates contacts for developing and booking new business and works internal referrals to the appropriate Wealth Advisors group. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
NewSenior Patient Financial Representative Macpower Digital Assets Edge Private LimitedSenior Patient Financial RepresentativeSan Antonio, TX$20 / hourThis includes billing, collections, reimbursement validation, cash posting, mail handling, scanning, sorting, assembly, copying, faxing, and data entry functions. Job Summary: This position is a back up for business office functions, providing work coverage for the various operational work units in the RCBS organization.
Financial Analyst I Southwest Business CorporationFinancial Analyst ISan Antonio, TXExperience working with a variety of information systems and data files, including large and complex files: analyzing file structure, using and creating file layouts, transforming raw data into finished products. Minimum of two (2) years in a corporate reporting/corporate financial management role involved in financial planning, budgeting, forecasting, or related experience within the financial services industry.
Patient Financial Representative Senior - ONSITE - $22/hr AG Globe ServicesPatient Financial Representative Senior - ONSITE - $22/hrSan Antonio, TexasBENEFITS and INCENTIVES WE OFFER: Referral Fee Program Healthcare Benefits Plan List of Benefits: Medical, Rx, Dental, and Vision Benefit Options Available Maternity Benefits Option Available NO Waiting Period on Medical NO Deductibles on Medical NO Pre-Existing Limitations Includes both Inpatient and Outpatient Benefits First Health Network . We work closely with our Clinical and Non-Clinical professionals to provide staffing for our various clients, including Hospitals, Medical Centers, Behavioral Health Facilities, Skilled and Long-Term Care facilities, and clinics nationwide.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramSan Antonio, Texas$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Financial Marketing Funding & Support Specialist I HOLT GroupFinancial Marketing Funding & Support Specialist ISan Antonio, TexasActs as subject matter expert and manages the Pending Funding report to ensure timely funding of contracts including coordination with sales representatives, Financial Marketing representatives, and Caterpillar Financial representatives to lower credit-to-cash cycle. The Financial Marketing Funding & Support Specialist is responsible for the successful coordination of Financial Marketing related activities surrounding and supporting Financial Marketing enhancing the level of new sales and rental conversions.
IT Core Services Manager (Must Reside in Texas) Randolph-Brooks Federal Credit UnionIT Core Services Manager (Must Reside in Texas)San Antonio, TexasEnsure core services technology solutions meet the needs of the business and formulate IT management strategies to maintain the functionality, security and accessibility of Core services technology framework. Foster a high-level design for stable core banking services and complex axillary environments that are cost efficient, meet the needs of RBFCU, shared with stakeholders, and are compliant with current security, privacy, and audit requirements.