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.
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.
Investment Advisor (401K Retirement Plans) Southwest Business CorporationInvestment Advisor (401K Retirement Plans)San Antonio, TXGenerate 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.
Private Bank Investment Advisor Texas Capital Bancshares, Inc.Private Bank Investment AdvisorSan Antonio, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Director of Investments EmploYou, LLCDirector of InvestmentsSan Antonio, TX$160,000–$200,000 / yearPartnering closely with the Chief Investment Officer (CIO), this position leads investment research, portfolio construction, portfolio management, trading, manager due diligence and ongoing investment strategy to support the firm's fiduciary responsibilities and client objectives. Evaluates investment managers, portfolio strategies, technology platforms, and analytical tools to enhance investment capabilities, improve operational efficiency, and strengthen the firm's investment platform.
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 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 - South Austin & North San Antonio Area Bank of America CorpFinancial Solutions Advisor - South Austin & North San Antonio AreaSan Antonio, TXKey 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. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
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.
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.
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.
Associate Advisor Frost BankAssociate AdvisorSan Antonio, TexasFINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 90 days. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
NewMerrill Advisor Development Program - Financial Advisor: Lone Star Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Lone Star MarketSan Antonio, TexasEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our 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.
NewWealth Advisor - PNC Wealth Management PNC BankWealth Advisor - PNC Wealth ManagementSan Antonio, TexasIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
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.
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 - 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.
Associate Advisor Cullen/Frost Bankers IncAssociate AdvisorSan Antonio, TXWhat you'll need: FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 90 days. Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas.
Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementSan Antonio, TXIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
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.