14 Results for

Financial Advisory Jobs in Converse, TX

Jobs

San Antonio, TX30+ days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).

San Marcos, Texas15 days ago

$61,000–$250,000 Per Year

Northwestern 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.

San Antonio, TX30+ days ago

$50,000–$90,000

As 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.

New!

San Antonio, TX3 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

New!

San Antonio-Central, TX3 days ago

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

New!

San Antonio, TX, TX4 days ago

$125,000–$145,000 Per Year

Ability to perform tax prep and review work with multiple entities including partnerships, C Corps, S Corps, High Net Worth individuals, as well as trusts and estate entities. This locally based CPA firm helps hundreds of businesses in various industries including logistics, retail, distribution, manufacturing, healthcare, construction, and professional services.

New Braunfels, TX25 days ago

Essential Healthcare Solutions LLC is supporting Pinnacle Solutions & Consulting Group (PSCG), an SBA-Certified Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in New Braunfels, Texas, in its search for motivated, solution-driven team players eager to embrace the responsibilities of working in a dynamic and professionally rewarding environment. This role develops Project Worksheets, supports applicant and subrecipient grant management, anchors cost analysis for disaster recovery task orders, and supports PSCG's internal DCAA-compliant financial operations.

San Antonio, TX30+ days ago

We are seeking a skilled and experienced Financial Analyst (Audit) to join our dynamic team, with a specific focus on Audit and Risk Management Internal Control (RMIC) support. Collaborate within the Accounting Branch in a supporting role to help monitor the status of audit responses, address auditor inquiries, and furnish the required documentation.

San Antonio, TX15 days ago

Remote

As the industry landscape shifts with new challenges in patient care, quality and compliance requirements, workforce retention, and operational efficiencies, we deliver strategic, data-driven solutions that include redefining workforce management and clinical service delivery. In this role, you will provide proposal pricing support for new RFPs and task orders and will be responsible for tracking and maintaining contracts and contract modifications for federal, state, and commercial contracts.

San Antonio, TX7 days ago

You can expect to define and drive detailed analyses to derive insights that will underpin key business decisions, help define and track key performance metrics for the company, and act as a financial partner to our leadership team. The client FP&A team functions as the go-to group for customer-level finance and accounting support, gross profit improvement initiatives, and analytical insights at the customer level to drive growth and profitability.

New Braunfels, TX30+ days ago

Remote

Preferred Skills Client Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Fina cial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship Management Competencies Coaching Others, Customer Experience Management., Virtual Financial Advisors within PNC Investments work in a remote capacity, leveraging various forms of technology in order to provide a personalized financial planning experience for clients seeking advice and guidance.

San Antonio, TX30+ days ago

The Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities. BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees.

San Antonio, TX30+ days ago

Remote

For a Confidential Conversation and/or Personal Meeting regarding this outstanding career opportunity please contact: Dana Laramore| 210.494.1000 | dlaramore@deaconrecruiting.com. Support commercial and partnership conversations with data-backed proposals and deal materials.

San Antonio, TX30+ days ago

$75,000–$90,000 Per Year

Successful candidates will collaborate closely with advisors, clients and external vendors to resolve issues, streamline workflows and support seamless portfolio implementation and client onboarding. This role provides ownership of core operational workflows, including new account setup, trading logistics, asset transfers, portfolio rebalancing, platform execution, billing file preparation and advisor support.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Advisory job opportunities. Plus, receive relevant job recommendations in your inbox.

Financial Advisory Jobs in Converse, TX

Client Advisory Partner - Water/Wastewater Utilities - East Region Job Details | Black & Veatch Family of Companies Black & Veatch

Financial Advisor Northwestern Mutual

Paraplanner for Mission Financial Planners, LLC Kestra Financial Independent Advisor

Financial Advisor First Command Financial Services, Inc.

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Tax Manager- Local Advisory and Tax Firm Caliber Recruiting Group

Senior Financial Analyst / Grants Management Specialist Essential Healthcare Solutions LLC

Financial Analyst (Audit) Seneca Holdings

Financial Analyst - (13315) InGenesis

Sr. Financial Analyst Omnicell

Virtual Financial Advisor - PNC Investments PNC

Private Wealth Advisor Bok Financial

Commercial Analyst Deacon Recruiting

Investment Operations & Portfolio Administrator EmploYou, LLC

Resume Resources