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.
Senior Client Service Associate - Mission Financial Planners Kestra Financial Independent AdvisorSenior Client Service Associate - Mission Financial PlannersSan Antonio, TXThe Senior Client Service Associate reports directly to the Financial Planner and manages the firm’s client service operations, overseeing support staff and enhancing the client experience through proactive service, problem resolution, and operational excellence. 5+ years of experience in financial services , with a solid understanding of broker-dealer operations and investment products (equities, bonds, options, mutual funds, annuities, insurance, managed accounts).
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.
NewFinancial 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.
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.
Nurse (Case Management) Discharge Planner US Department of Health and Human ServicesNurse (Case Management) Discharge PlannerSan Antonio, TX$98,244–$127,725 / yearThis education must have been accredited by the Commission on Collegiate Nursing Education, Council on Accreditation of Nurse Anesthesia Educational Programs, Accreditation Commission for Midwifery Education, or an accrediting body recognized by the U.S. Department of Education at the time the degree was obtained. Career Transition Assistance Program (CTAP)/Interagency Career Transition Assistance Program (ICTAP): If you are claiming CTAP/ICTAP, follow the instructions below: http://www.opm.gov/policy-data-oversight/workforce-restructuring/employee-guide-to-career-transition/ctap_guideline.pdf .
Manufacturing Planner 3 - 2nd shift StratAcuity Staffing Partners IncManufacturing Planner 3 - 2nd shiftSan Antonio, TX$30–$35 / hourIn 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. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
Manufacturing Planner 3 The Structures Company, LLCManufacturing Planner 3San Antonio, TXAs trusted partners to leading aerospace and defense OEMs and Tier 1 suppliers, we connect professionals with career opportunities to grow and excel in aviation, aerospace, and defense. Develop integrated work statements and production sequencing to support delivery commitments.
Sr Demand Planner (Sr Forecast Analyst) C.H. GuentherSr Demand Planner (Sr Forecast Analyst)San Antonio, TexasThis role serves as a senior functional expert in forecasting, using statistical models, historical sales data, customer insights, market trends, and cross-functional input to build accurate and actionable forecasts. The Senior Forecast Analyst partners closely with Sales, Marketing, Finance, Operations, IT, and Supply Chain to align assumptions, gain consensus, identify forecast risks and opportunities, and provide meaningful insights that support the S&OP process and broader business decisions.
Senior Occupancy Planner Jones Lang LaSalle IncSenior Occupancy PlannerSan Antonio, TXIn this role, you will interact with organizational leadership, leading the team who will be identifying requirements, preparing, and updating status reports on actual seat demand versus projected seat demand at the site level or business unit level; reporting out on the current supply, capacity, and forecast inventory changes as required. Your team will be charged with assembling, updating, and reporting the top-down and bottoms-up seat count projections collected at the group-level for the projected planning horizon and work with the client to reconcile discrepancies from top-down projections, as well as track and report actual seat demand at the site and business unit level.
Sr Demand Planner (Sr Forecast Analyst) C.H. Guenther & Son IncSr Demand Planner (Sr Forecast Analyst)San Antonio, TX$82,757–$150,222 / yearThis role serves as a senior functional expert in forecasting, using statistical models, historical sales data, customer insights, market trends, and cross-functional input to build accurate and actionable forecasts. The Senior Forecast Analyst partners closely with Sales, Marketing, Finance, Operations, IT, and Supply Chain to align assumptions, gain consensus, identify forecast risks and opportunities, and provide meaningful insights that support the S&OP process and broader business decisions.
NewPlanner IV - Conservation Department San Antonio Water SystemPlanner IV - Conservation DepartmentSan Antonio, TX$70,179–$120,411 / yearThe Planner IV is responsible for identifying, developing, recommending, implementing and evaluating programs, projects, and services related to infrastructure planning, land use planning, water quality protection, water conservation, production and treatment operations, and water supply development. Collaborates with all stakeholder groups to design, write, and deliver reports and presentations for Executive Management, the Board of Trustees, City of San Antonio departments and commissions, and professional and civic organizations.
NewMerchandise Planner Petco Health and WellnessMerchandise PlannerSan Antonio, TXWe are 29,000+ strong and together we nurture the pet-human bond in more than 1,500 Petco stores across the U.S., Mexico and Puerto Rico, 250+ Vetco Total Care hospitals, hundreds of preventive care clinics and eight distribution centers. About Petco: We're proud to be "where the pets go" to find everything they need to live their best lives for more than 60 years — from their favorite meals and toys, to trusted supplies and expert support from people who get it, because we live it.
Planner III - Engineering / Development Department San Antonio Water SystemPlanner III - Engineering / Development DepartmentTX$62,109–$106,538 / yearThe Planner III is responsible for the assessment of impact fees, assisting customers with questions regarding impact fees and utility service regulations, assisting customers with questions or issues with the development web portal and any special projects assigned by management pertaining to development. Responsible for the assessment of impact fees, assisting customers with questions regarding impact fees and utility service regulations, assisting customers with questions or issues with the development web portal and any special projects assigned by management pertaining to development.
Planner City of New BraunfelsPlannerNew Braunfels, TXYour areas of knowledge and expertise that matter most for this role: Education and Experience: Bachelor's Degree in Urban, Community, or Regional Planning, Urban Studies/Affairs, Geography, Business, Architecture, Landscape Architecture, Public Administration, or related field; AND two (2) years' experience in city planning, development services, public administration, historic preservation, or construction science; OR an equivalent combination of education and experience. Answers inquiries and assists internal and external customers to assure project plans are in conformance with local ordinances, comprehensive plan, strategic plan, and other adopted plan or study goals, and/or to meet guidelines of state or federal laws which could include environmental, architectural or historic considerations.
Senior Transportation Planner WSP Global IncSenior Transportation PlannerSan Antonio, TXBachelor's Degree in Transportation Planning, Urban Planning, Environmental Planning, or a related field (or equivalent experience.) • 5 to 7 years of experience working in the transportation and/or environmental planning field, actively engaging in general plans, specific/master plans, zoning code updates, public involvement, and regulatory compliance for a variety of client projects relating to equitable transportation development and construction, transportation demand management, mobility planning, multimodal access, surface transportation, and funding. Provide analysis, evaluation, and interpretation of facts and data obtained during field and site investigations, offering input with developing action plans for moderate- to high-level challenges and development activities to minimize impacts to the community, population, local economy, and environment.
Wealth Management Advisor - San Antonio, TX TIAAWealth Management Advisor - San Antonio, TXSan Antonio, TexasSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Lecturer, Department of Finance - College of Business University of Texas at San AntonioLecturer, Department of Finance - College of BusinessSan Antonio, TXTechniques of financial engineering have become indispensable to a wide spectrum of business activities, including investment banking, commercial banking, corporate finance, portfolio management, risk management, insurance, and management and decision-making in the real estate industry. We will equip students with the knowledge, skills, and real-world experiences they need to thrive in todays workforce, while enabling faculty to turn bold ideas into transformative solutions through high-impact research and instruction.
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.
Product Management Director – ISCO Brokerage USAAProduct Management Director – ISCO BrokerageSan Antonio, TexasBachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (Total of 12 years of experience without bachelor’s degree). Supports the maintenance of existing products and/or may lead in the development and launch of less complex, new products with channel partners, managing and prioritizing deliverables in accordance with Agile principles.
Wealth Advisor Southwest Business CorporationWealth AdvisorSan Antonio, TXWealth 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.
NewWealth Portfolio Manager Frost BankWealth Portfolio ManagerSan Antonio, Texas5+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or financial services organization OR 3+ years experience in a portfolio management role along with a Master’s degree in an appropriate discipline, or a CFA or a CFP designation. As a Wealth Portfolio Manager with Frost Wealth Management, you will be responsible for managing assets within proprietary strategies developed by Frost Wealth Management.
Tax Manager - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Manager - Federal / Corporate TaxTX$100,350–$205,000 / yearAt Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles. Our spectrum of business tax services is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research and development, government incentives, and tax management consulting.
Tax Senior - Federal / Corporate Tax Deloitte Touche Tohmatsu LtdTax Senior - Federal / Corporate TaxSan Antonio, TX$74,925–$134,250 / yearAs a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax engagement teams, providing and assisting with a variety of tax services that are relevant for public and private companies, including tax compliance, tax planning, tax controversy, and tax research. At Deloitte Tax LLP, our Business Tax Services team is a dynamic team with professionals of varying backgrounds and provides expertise to clients to gain a competitive advantage by integrating tax strategy into their business operations while working within the confines of their individual risk profiles.
NewWealth Portfolio Manager Cullen/Frost Bankers IncWealth Portfolio ManagerSan Antonio, TX5+ years experience in a portfolio management role overseeing investment accounts in a fiduciary manner at a wealth management or financial services organization OR 3+ years experience in a portfolio management role along with a Master's degree in an appropriate discipline, or a CFA or a CFP designation. Who you are: As a Wealth Portfolio Manager with Frost Wealth Management, you will be responsible for managing assets within proprietary strategies developed by Frost Wealth Management.
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 AntonioCibolo, 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.
J.P. Morgan Wealth Management - Private Client Advisor - San Antonio and Fredericksburg, TX and surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Antonio and Fredericksburg, TX and surrounding areasSan Antonio, TXFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Boerne, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boerne, TXBoerne, TXFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - Grand Rapids, MI and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Grand Rapids, MI and Surrounding areasSan Antonio, TXFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor- Grand Rapids, MI and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor- Grand Rapids, MI and Surrounding AreasSan Antonio, TXFull timeUsing 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.
J.P. Morgan Wealth Management - Private Client Advisor - San Antonio, TX JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Antonio, TXSan Antonio, TXFull timeUsing 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.
Licensed 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.
Executive Assistant Kestra Financial Independent AdvisorExecutive AssistantSan Antonio, TX$35,000–$50,000The Executive Assistant will also serve as a liaison between executives, clients, and internal teams to facilitate efficient workflow and maintain professionalism. The ideal candidate will be highly organized, detail-oriented, and capable of handling a variety of administrative tasks to ensure smooth daily operations.
Mortgage Loan Officer - Texas Regions Financial CorpMortgage Loan Officer - TexasSan Antonio, TXThe information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Establishes detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact.