NewLicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus) USAALicensed Retirement Income Advisor - Sales & Planning (Sign-On Bonus)San Antonio, TX$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
NewFractional CFO Vaco LLCFractional CFOSan Antonio, TX$90–$110Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewClient Services Director Vaco LLCClient Services DirectorSan Antonio, TX$55,000–$75,000Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
Land Analyst Lennar HomesLand AnalystSan Antonio, TXFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Requires the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.
Financial Planning & Analysis Senior Director Whataburger RestaurantsFinancial Planning & Analysis Senior DirectorSan Antonio, TexasIn this role, you’ll have strong collaboration with leadership, across cross-functional teams, and with external partners to align capabilities with restaurant realities. Whataburger isn’t just a fast-food burger chain it is where bold leadership starts — and where potential doesn’t just grow, it heats up.
Financial Planning Specialist Frost BankFinancial Planning SpecialistSan Antonio, TexasYou will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
Assistant Vice President, Budget, Financial Planning & Analysis University of the Incarnate WordAssistant Vice President, Budget, Financial Planning & AnalysisSan Antonio, TXThe Assistant Vice President for Budget, Financial Planning, & Analysis serves as a strategic financial leader responsible for overseeing the University's budget operations, long-range financial planning, forecasting, financial analysis, and budget systems management. Ten (10) years of progressively responsible experience in budgeting, accounting, financial analysis, or financial reporting to include experience with ERP or enterprise financial systems and analyzing financial data and preparing complex financial reports and forecasts.
Financial Planning Specialist Cullen/Frost Bankers IncFinancial Planning SpecialistSan Antonio, TXBachelor's degree • Experience in producing financial plans and working with financial planning software • Excellent written and verbal communication skills • Proficient in Microsoft computer applications • Excellent time management and organizational skills. You will use your knowledge in the financial services industry, effective communication skills, and experience with financial planning software to help develop and deliver client-focused financial plans.
Senior Manager, Financial Planning and Analysis Empower PharmacySenior Manager, Financial Planning and AnalysisSan Antonio, TXThe employee is often required to remain in a stationary position for a significant amount of the workday and frequently use their hands and fingers to handle or feel in order to access, input, and retrieve information from the computer and other office productivity devices. As the Senior Financial Planning and Analysis Manager at Empower, you will drive business impact through strategic financial leadership in a hyper-growth, highly regulated 503A/503B environment.
Financial Planning & Analysis Senior Director Whatabrands LLCFinancial Planning & Analysis Senior DirectorSan Antonio, TXIn this role, you'll have strong collaboration with leadership, across cross-functional teams, and with external partners to align capabilities with restaurant realities. Whataburger isn't just a fast-food burger chain it is where bold leadership starts - and where potential doesn't just grow, it heats up.
Financial Planning Associate Davis Family Financial LLCFinancial Planning AssociateSan Antonio, TX$40,000–$45,000Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Entry-Level Financial Planning Counselor (Remote) - San Antonio Traction Forge FinancialEntry-Level Financial Planning Counselor (Remote) - San AntonioSan Antonio, TXRemoteThrough our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and aspirations, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (includes but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for someone who isn't afraid of hard-work, has good communication & customer service skills, loves to help people, and is willing to start a training program as an entry-level financial professional with potentially to develop into management and leadership positions long-term.
Senior Financial Planning & Analysis Manager Alamo Group IncSenior Financial Planning & Analysis ManagerNew Braunfels, TXAlamo Group offers competitive pay and a wide range of employee benefits including: Medical, Dental, and Vision Coverage (eligible for coverage on day-1 of employment). has been a leader in the design, manufacture, distribution, and service of high quality equipment for infrastructure maintenance, agriculture, and other applications.
Business Strategy and Planning Director USAABusiness Strategy and Planning DirectorSan Antonio, TX$114,080–$218,030 / yearAs a dedicated Business Strategy and Planning Director, you will provide support and guidance to executive management to identify, develop and communicate specific business strategies across functional areas, utilizing expert knowledge of USAA, industry, business development, and financial planning. Partners with senior-level leaders across functions and channels to develop near- and long-term visions and roadmaps and works with business leaders to manage transition from strategy to execution.
Tax Manager, Internal Tax Team - Strategy and Planning Deloitte Touche Tohmatsu LtdTax Manager, Internal Tax Team - Strategy and PlanningSan Antonio, TX$97,600–$200,600 / yearThe Strategy and Planning Team within the US Firms Tax ("USFT") group of the Deloitte US Firms is responsible for performing tax research and analyses on US Firms' transactions (e.g., acquisitions, divestitures, and internal restructuring), tracking proposed and enacted federal, state, and local legislation and assessing its impact on the US Firms' entities and its partners, advising other internal functions or our business leadership on the tax consequences of various client and/or vendor obligations, and at times will assist our reporting teams with workpaper preparation and the review of federal partnership returns. Support the team to review and summarize tax-related provisions in legal documents (e.g., purchase and sale agreements, contribution agreements, restructuring documents) for US Firms' transactions to identify tax risks, elections, and post-close action items.
Contact Center Planning Analyst - (Dialer Execution Administrator) Wells Fargo & CoContact Center Planning Analyst - (Dialer Execution Administrator)San Antonio, TXThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. About this role: Wells Fargo is seeking to fill 3 positions for a Dialer Execution Administrator (Contact Center Planning Analyst) for Home Lending and Auto Account Resolution within the Workforce Management and Dialer Configuration Operations team.
Director, Supply Chain Programs & Planning StandardAero IncDirector, Supply Chain Programs & PlanningSan Antonio, TXBachelor's degree in Supply Chain Management, Business, Engineering, or related field • 10+ years of progressive supply chain leadership experience, preferably in aerospace, aviation, or MRO • Proven success managing procurement budgets, vendors, and subcontractor performance • Expertise in material forecasting, planning, and ERP/MRP systems • Strong leadership and strategic decision-making skills • Negotiation and relationship management with OEMs and suppliers • Continuous improvement expertise (Lean, Six Sigma) • Financial acumen, including budget management and cost control • Knowledge of regulatory requirements (FAA/EASA Part 145, AS9100, ITAR, etc.). This role is responsible for developing and executing enterprise-level supply chain strategies, ensuring operational performance, cost competitiveness, and risk mitigation while supporting both commercial and military aviation programs.
Director of Strategic Workforce Planning USAADirector of Strategic Workforce PlanningSan Antonio, North CarolinaThis role requires a strategic leader who can connect talent, workplace, and technology, and build strong partnerships across HR, IT, Finance, and business leadership to embed workforce planning capabilities across the association. Build organizational strategic workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices.
Director of Event Planning Marriott International IncDirector of Event PlanningSan Antonio, TX2-year degree from an accredited university in Hotel and Restaurant Management, Hospitality, Business Administration, or related major; 2 years experience in the event management, food and beverage, sales and marketing, or related professional area. Develops working relationships with outside vendors and establishes prices and service agreements to enhance the event experience and to increase additional revenue opportunities for the property.
CFO Methodist Healthcare SystemCFOSan Antonio, TXAs a key member of the executive leadership team, the CFO leads enterprise financial planning and analysis, accounting and reporting, tax return coordination, revenue cycle and payer strategy, capital planning and treasury, enterprise risk management, and financial systems/data. South Texas Radiology Imaging Centers (STRIC) is one of the largest outpatient diagnostic imaging providers in San Antonio, with twenty-two locations across San Antonio, Boerne, and Schertz, Texas.
Supervisor, Financial Analyst UT Health San Antonio School of DentistrySupervisor, Financial AnalystSan Antonio, TXCoordinates the enhancement of budgeting systems and associated development and implementation of training needed for accurately compiling, monitoring and analyzing consolidated budget plans, and in order to monitor actual performance against strategic priorities. Supervises the work of financial analysts performing budgeting, cost analysis, financial analysis, variance analysis, capital project closeout, forecasting, and modeling-oriented functions.
Senior Audit Manager - Professional Practices - Audit Planning and Methodology USAASenior Audit Manager - Professional Practices - Audit Planning and MethodologySan Antonio, TX$143,320–$273,930 / yearManages audit engagement-related efforts and assignments of staff with varying degrees of expertise and experience when conducting engagements, specialized audits or business audits recognizing the cross-matrixing and cross-functionality within the specialized functions/business areas. What you'll do: Influences business and clients across the enterprise regarding effective internal controls and mitigating risks across the full Enterprise taxonomy and challenges business management to adopt appropriate policies and procedures and effective controls designed to mitigate risks.
Senior Financial Analyst San Antonio SpursSenior Financial AnalystSan Antonio, TXSS&E owns and operates the San Antonio Spurs (NBA), Austin Spurs (NBA G-League), and the San Antonio FC (USL), and manages day-to-day operations of the Frost Bank Center, Toyota Field and STAR Complex. Reporting to the FP&A Associate Manager, this position partners closely with business leaders to develop forecasts, analyze financial performance, and provide insights that support decision-making across both franchise and venue operations.
Financial Analyst-Intermediate UT Health San Antonio School of DentistryFinancial Analyst-IntermediateSan Antonio, TXEmployees receive $50,000 of group term life insurance and $50,000 of basic accidental death and dismemberment insurance for free, with options to purchase additional employee and dependent coverage for both at group rates. FSAs - Employees can enroll in flexible spending accounts (FSAs) to set aside money from earnings before taxes for qualifying dependent day care expenses or out-of-pocket health care expenses.
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 Management Analyst L2 StratAcuity Staffing Partners IncFinancial Management Analyst L2San Antonio, TX$50–$60 / hourTasks include, but are not limited to, civilian pay management and forecasting, travel oversight and support, current and prior year open document reviews, processing accounting adjustment vouchers, creating and maintaining the accounting structure in appropriate systems, developing annual execution plans and spend plans, supporting corporate process conduct, collecting and evaluating unfunded requirements, and overseeing and executing a reimbursable program. In 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.
CFO HCA HealthcareCFOSan Antonio, TXAs a key member of the executive leadership team, the CFO leads enterprise financial planning and analysis, accounting and reporting, tax return coordination, revenue cycle and payer strategy, capital planning and treasury, enterprise risk management, and financial systems/data. South Texas Radiology Imaging Centers (STRIC) is one of the largest outpatient diagnostic imaging providers in San Antonio, with twenty-two locations across San Antonio, Boerne, and Schertz, Texas.
Workday Adaptive Planning Manager Deloitte Touche Tohmatsu LtdWorkday Adaptive Planning ManagerTX$144,600–$265,100 / yearMay have oversight of multiple workstreams within a project, which includes providing guidance to individual workstreams to help with their overall progress, escalation of risks and issues as needed, ensuring cross-functional activities are coordinated and occurring as needed, assisting with project management activities (or serving as project manager), ensuring deliverables are being developed and will be ready according to plan. Experience leading the definition of systems strategy, gathering and documenting business requirements, leading fit-gap analysis, as-is and to- be business process designs, conference room pilots (CRPs) functional configuration, testing, client user training within large enterprise environments.
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 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.
Workday Adaptive Planning Sr Consultant Deloitte Touche Tohmatsu LtdWorkday Adaptive Planning Sr ConsultantTX$116,000–$229,100 / yearAdditional duties may include: coordination of schedules, creation of documentation and collateral, creation and execution of test / use cases, configuration of Workday software, assisting with prioritization and sequencing of the workstream's efforts and assisting project leadership as required. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
NewAssociate Attorney – Estate Planning & Asset Protection SWBC PEOAssociate Attorney – Estate Planning & Asset ProtectionNew Braunfels, TXThis is a high-impact role where you will work directly with clients, collaborate with a supportive legal team, and play an integral part in shaping the future direction of the firm. The right candidate will be confident handling client relationships from consultation to completion and skilled in asset protection, tax planning, and advanced planning strategies.
Financial Analyst-Senior UT Health San Antonio School of DentistryFinancial Analyst-SeniorSan Antonio, TXEmployees receive $50,000 of group term life insurance and $50,000 of basic accidental death and dismemberment insurance for free, with options to purchase additional employee and dependent coverage for both at group rates. Defines and conducts the statistical analysis for the development of new programs, meets with members of leadership to present and discuss the financial forecasts, and works with them to fine-tune the financial model.
Program Manager - Space Planning Analytics H.E. Butt Grocery CoProgram Manager - Space Planning AnalyticsSan Antonio, TXExcellent communication and presentation skills Advanced project management skills Advanced conflict management and facilitation skills Advanced verbal / written communication and presentation skills Strong Agile / Scrum skills Strong negotiating and influencing skills Ability to manage multiple, simultaneous priorities and shift focus across total program(s) Ability to build collaborative relationships Ability to analyze meaningful content or data and measure impact metrics related to program effectiveness Education: Bachelors or Masters degree in Management, Engineering, Data Analytics, Finance, Accounting, or other related fields Licenses/Certifications: Physical Demands & Working Conditions: Work collaboratively in a fast-paced, change-oriented environment Work extended hours The work environment characteristics described here are representative of those a Partner encounters while performing the essential functions of this job. Knowledge/Skills/Abilities: Strong working knowledge of performance / process evaluation, change management, and PMI-based project and program management principles and methods Working knowledge of program / project management software (Air Table, Confluence, JIRA, etc.), in addition to MS Office Strong analytical and problem-solving skills, including strong Excel skills.
Program Manager - Space Planning Analytics HEBProgram Manager - Space Planning AnalyticsSan Antonio, TexasFull timeServes as owner of a single business program or small set of related programs / projects; participates in all aspects of assigned programs / projects, including planning, budgeting, staffing; analyzes program / project effectiveness; tracks program success metrics. Collaborates with company-wide stakeholders and program sponsor to understand end-to-end business needs, develop program strategy, objectives, and KPIs, and to ensure program evolves; works directly with leadership teams on complex program needs.
Senior Financial Advisor - Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor - Experienced ProfessionalsSan Antonio, TX2025 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.
Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.Senior Financial Advisor – Experienced ProfessionalsSan Antonio-Central, TXFull time2025 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.
NewCoordinator Financial Methodist Healthcare SystemCoordinator FinancialSan Antonio, TXIn addition, Methodist Hospital not only received a Primary Stroke Center designation from The Joint Commission, but has also received a Comprehensive Stroke Center Certification from DNV GL Healthcare, designating the facility as offering the most advanced stroke treatment available in a given geographic area. We are proud to be the largest provider of the lifesaving ECMO Program in San Antonio, are home to the largest robotics program in the world, and our Adult Blood Cancer and Stem Cell Transplant unit has become the first program to receive FACT Accreditation in North America.
Financial Specialist U.S. Department of JusticeFinancial SpecialistTX$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Project Management/Sr. Health Care Planning Support NIKA Technologies IncProject Management/Sr. Health Care Planning SupportSan Antonio, TXCoordinate with NAVFAC Medical Facilities Program Office (MFPO) IT Planning support, Transition Manager and installation IT personnel concerning interpretation/execution of IM/IT/Low Voltage System design including engineering support for follow-on contracts. Coordinate with the local command activity staff, installation staff, DHA/NAVFAC MFPO subject matter experts to ensure O&M training, O&M manuals, warranties, As-Built drawings, etc. are scheduled, developed, reviewed and delivered in a timely manner.
Chief Operations & Financial Officer - Direct Hire EmploYou, LLCChief Operations & Financial Officer - Direct HireSan Antonio, TX$160,000–$190,000 / yearPartners with Project Accounting Specialist and Project Managers to develop realistic budgets and fee structures, track labor hours and expenses, implement scope management, improve project forecasting accuracy, maintain timely delivery dates for deliverables and reduce project overruns. The COFO is accountable for ensuring the dissemination and analyzation of financial reports, forecasts and key performance metrics to executive leadership and participates in annual budgeting and long-range financial planning efforts while monitoring performance against targets and recommending corrective actions as needed.
Senior Financial Analyst Arctic Wolf Networks IncSenior Financial AnalystSan Antonio, TX$63,000–$205,000 / yearWe're proud to be recognized by Forbes, CNBC, Fortune, CRN, Bartner Peer Insights and IDC MarketScape - but what matters most is the work behind it: delivering real outcomes for customers through award winning innovation like our Aurora Platform. Our commitment to bold growth and shaping the future of security operations is matched by our dedication to customer satisfaction, with over 10,000 customers worldwide and more than 2,000 channel partners globally.
Financial Analyst (Mid-Level) USAAFinancial Analyst (Mid-Level)San Antonio, TX$77,120–$147,390 / yearAs a dedicated Financial Analyst (Mid-Level), you'll be responsible for solving business problems while performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management or operating expense. Delivers moderately complex to complex financial research and value-added business decision support and recommends or implements solutions to key financial and operational opportunities.
Discharge Planning Specialist Texas Health and Human Services CommissionDischarge Planning SpecialistSAN ANTONIO, TX$5,746.66–$7,253.83Examples include: coordinating and conducting tours of identified discharge options for individuals and families, engagement and communication with state and judicial systems as well as facility or treatment providers, providing information to the local authority to assist in obtaining required documents for discharge planning including certified birth certificates, ISD records and social security cards and coordinating with the receiving facility for individuals transferring within the State Hospital system to include transportation and the transfer of patient information, personal possessions, medication, etc. Oversees the communication and information exchange between the individual, legally authorized representative, actively involved person and agencies, as needed, and facility or treatment providers to assure ongoing care, treatment, and support to include maintaining open communication, providing required notification, participating in interdisciplinary team meetings as requested, obtaining necessary consents, and accessing external resources as needed.
NewSpace Planning & Planogram Specialist Acosta GroupSpace Planning & Planogram SpecialistSan Antonio, TX$44,200–$53,300 / yearOur sales and digital teams build lasting relationships, ensuring our client brands get the space they deserve in stores and outperform the competition online, while our merch reps make brands shine in retail locations across the world. Space Planning is a specialized discipline focused on the strategic arrangement of products within a retail space , utilizing spacemanagement software to develop Planograms (POGs) .
Financial Services Representative - State Farm Agent Team Member Crystal FullerFinancial Services Representative - State Farm Agent Team MemberSan Antonio, TexasROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Crystal Fuller - State Farm Agent, you will successfully market the financial products that manage everyday risks. Since opening our doors in 2010, we've been committed to providing exceptional service to our community, and we're looking for someone who shares our passion for helping others.
Investment Advisor (401K Retirement Plans) SWBCInvestment Advisor (401K Retirement Plans)San Antonio, TexasGenerate sales of advisory services for retirement plans directly to employers through product knowledge, networking, referrals, and/or attending national conferences to promote SWBC services which include, but is not limited to, fee benchmarking, investment reviews, fiduciary oversight, and vendor searches. Represents SWBC at financial and investment conferences to generate consultations, quotes, or follow-up opportunities, attend institutional level investment committee meetings, and report sales activities and results to management.
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 Controller Caisson Real Estate BrokerageFinancial ControllerSan Antonio, TXOur team of seasoned professionals have closed thousands of transactions for clients including national retailers, restaurants groups, federal and local government, prominent law firms, oil/gas companies, as well as specialized medical practices. The ideal candidate will be responsible for overseeing all aspects of financial management, including double entry bookkeeping, accounts receivable, accounts payable, and financial analysis.
Financial Solutions Advisor - South San Antonio and Rio Grande Valley Area Bank of AmericaFinancial Solutions Advisor - South San Antonio and Rio Grande Valley AreaSan Antonio, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. 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 solutions.