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 Institutions Operations & Engagement Associate AmeripriseFinancial Institutions Operations & Engagement AssociateSan Antonio, TexasKey point of contact with project management support for training solutions, interact with partners to identify appropriate resources to assist throughout the phases to ensure successful result, assist with financial institution onboarding, process advisor and FI terminations, assist with FI reporting needs, work on special projects, due diligence requests, audits and financial institution communication. Develop relationships and act as key point of contact with financial institution partners such as President/Vice President/CEO/CFOs of Financial Institutions.
Enterprise Risk Liaison III-Financial Risk Frost BankEnterprise Risk Liaison III-Financial RiskSan Antonio, TexasManage and enhance Enterprise Risk Management (ERM) documentation, including process, risk and control inventory (PRCi) activities by driving consistency, identifying gaps, and supporting ongoing program maturity. Collaborate with lines of business to develop, enhance, and provide guidance on key risk indicators (KRIs) and key performance indicators (KPIs) in alignment with the Enterprise Risk Management framework.
Financial Representative - Entry Level Vrana Network - Northwestern MutualFinancial Representative - Entry LevelSan Antonio, TXFull timeWe began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Client Associate (Investment Services) SWBCClient Associate (Investment Services)San Antonio, TexasProvides telephone customer service to brokerage and investment clients by providing accurate information regarding their investment; answers questions regarding existing accounts; and handles administrative requests such as account changes. Coordinates all aspects of client appreciation and prospecting events in order to increase exposure and earn more business; and conducts active follow-up after events to uncover opportunities.
Financial Advisor Teacher's Pension and Insurance ServicesFinancial AdvisorSan Antonio, TX$50,000–$75,000 / yearThe educator market is underserved but stable - teachers need specialized help with retirement planning, and we provide the access and support to serve them effectively.". We provide the leads, support, and market access while you focus on what you do best - helping educators secure their financial future.
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.
Financial Solutions Advisor - South Austin & North San Antonio Area Bank of AmericaFinancial Solutions Advisor - South Austin & North San Antonio 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.
Financial Solutions Advisor - Central & South San Antonio Area Bank of AmericaFinancial Solutions Advisor - Central & South San Antonio 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.
Assistant Director of Financial Aid Systems and Compliance St. Mary's UniversityAssistant Director of Financial Aid Systems and ComplianceSan Antonio, TXFull timeSupports varied business demands of the department, including (but not limited to) presentations/trainings to on- and off-campus constituencies, providing backup support for processing needs, meeting with students/families for financial aid counseling and payment strategiesPerforms other duties as assigned. The Assistant Director ensures that all aspects of financial aid operations and processing are managed efficiently, effectively, and in a manner which maintains University compliance with current and new requirements and regulations regarding federal, state, institutional and private financial aid sources.
Client Associate (Investment Services) Southwest Business CorporationClient Associate (Investment Services)San Antonio, TXProvides telephone customer service to brokerage and investment clients by providing accurate information regarding their investment; answers questions regarding existing accounts; and handles administrative requests such as account changes. Coordinates all aspects of client appreciation and prospecting events in order to increase exposure and earn more business; and conducts active follow-up after events to uncover opportunities.
Market Financial Center Manager Bank of AmericaMarket Financial Center ManagerSan Antonio, TexasWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Financial Center Manager Associate - Highway 281 Fifth Third BankFinancial Center Manager Associate - Highway 281San Antonio, TexasSUPERVISORY RESPONSIBILITIES: Assist in providing employees timely, candid and constructive feedback; assist in the development of employees to their full potential and provides challenging opportunities that enhance employee career growth; recognize and reward employees for accomplishments. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Financial Account Representative – State Farm Agent Team Member Charles LaubachFinancial Account Representative – State Farm Agent Team MemberSan Antonio, Texas$40,000–$60,000 / yearService can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateSan Marcos, TexasGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Financial Solutions Advisor - Registration Candidate - Central & South San Antonio Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - Central & South San Antonio AreaSan Antonio, TexasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor - Registration Candidate - San Antonio Area Bank of AmericaFinancial Solutions Advisor - Registration Candidate - San Antonio AreaSan Antonio, TexasOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Appointment Setter & Client Services Coordinator SerKy Consulting, LLCAppointment Setter & Client Services CoordinatorSan Antonio, TXLong-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.
NewFinancial Analyst Lead USAAFinancial Analyst LeadSan Antonio, North Carolina$127,310–$243,340 / yearExperience with technology finance, TBM (Technology Business Management), Apptio, Oracle, Smart View, SQL, Snowflake, intercompany billing, or cost allocations would be helpful, but experience with a specific system is less important than the ability to learn, analyze complex information, and build effective solutions. Anticipates 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.
Financial Aid Processing Specialist St. Mary's UniversityFinancial Aid Processing SpecialistSan Antonio, TXFull timeESSENTIAL DUTIES AND RESPONSIBILITIES: Process loans, including data entry and export, monitoring credit decisions, and sending communications to parents/students (Federal Direct, Subsidized, Unsubsidized, ElmOne, Bar Study, Parent PLUS, Graduate PLUS) Processes change requests for student awards; assists with posting awards; sends daily tracking letters and notice of award changes to studentsSupports internal departments, and external organizations, answers questions, inquiries, or requests; report requests; follows up with students to obtain missing documentation Reviews disbursement notifications and ensure that loan changes are accurately communicated to students. Bilingual Preferred (English/Spanish with the ability to understand and to make one's self understood to Spanish speaking individuals)Ability to comply with all federal, state and private regulations in awarding and processing of student loans including understanding borrower-based year and scheduled academic year loan processing.