Senior Wealth Advisor MarinerSenior Wealth AdvisorSan Antonio, TexasCollaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios. The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values.
Wealth Advisor CorientWealth AdvisorSan Antonio, TexasCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
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 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.
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.
Wealth Advisor - San Antonio, TX Truist Financial CorpWealth Advisor - San Antonio, TXSan Antonio, TXEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs.
NewPrivate Wealth Advisor BOK FinancialPrivate Wealth AdvisorSan Antonio, TXEducation & Experience RequirementsThis level of knowledge is normally acquired through completion of a bachelors and 5 - 7 years of experience or an advanced post‑graduate degree and/or professional certification (JD, CPA, CFA, CFP, etc.), and 3 - 5 years of equivalent work experience. Job DescriptionThe Private Wealth Advisor is primarily responsible for developing, maintaining, and expanding relationships with high net worth individuals, families, trusts, family companies and similar entities.
Wealth Advisor - San Antonio, TX Truist BankWealth Advisor - San Antonio, TXSan Antonio, TexasEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
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.
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.
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.
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.
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.
NewWealth Advisor: Grow Client Wealth & Lead Relationships SWBCWealth Advisor: Grow Client Wealth & Lead RelationshipsSan Antonio, TXThe role involves creating networks with high net worth individuals, analyzing financial products, and providing tailored investment and insurance solutions. The ideal candidate will have a Bachelor's degree in a relevant field, at least 3-5 years of experience as a financial advisor, and possess securities licenses.
NewWealth Advisor - Holistic, Client-First Planning AumniWealth Advisor - Holistic, Client-First PlanningSan Antonio, TXThe role involves offering comprehensive financial planning to individuals and families, delivering personalized investment solutions, and building strong client relationships. Ideal candidates will have at least two years of financial advisory experience, with a valid Series 7 and Series 66 licenses.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateSan Antonio, TXHowever, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policyThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
NewPrivate Wealth Client Associate Bank of AmericaPrivate Wealth Client AssociateSan Antonio, TexasOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
JPMorganChase Wealth Management - Vice President, Client Safeguarding Team Leader JPMorgan Chase & CoJPMorganChase Wealth Management - Vice President, Client Safeguarding Team LeaderSan Antonio, TXAs a Vice President, Client Safeguarding Team Lead, you will lead a specialized front-line escalation team within the Wealth Management service organization responsible for fraud/scam, AML-related concerns, and Elder/Vulnerable Person (EVP) escalations routed through service channels. Identify trends and recurring drivers of escalations to inform process improvements, controls enhancements, training needs, and client experience improvements; participate in working groups, pilots, and projects supporting the safeguarding operating model.
J.P. Morgan Wealth Management - Associate, Client Safeguarding Lead JPMorgan Chase & CoJ.P. Morgan Wealth Management - Associate, Client Safeguarding LeadSan Antonio, TXPartner cross-functionally with Wealth Management Client Operations, advisors, servicing teams, risk/control partners, Global Securities & Investigations 'GSI', and/or other partner areas to resolve issues efficiently and protect client assets. As a Client Safeguarding Lead within the Wealth Management service organization, you will serve as a front-line, specialized escalation resource responsible for fraud/scam, AML-related concerns, and Elder/Vulnerable Person (EVP) escalations routed through service channels.
J.P. Morgan Wealth Management - Outbound Client Acquisition Associate JPMorgan Chase & CoJ.P. Morgan Wealth Management - Outbound Client Acquisition AssociateSan Antonio, TXChase 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. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerSan Antonio, TX$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerSan Antonio, TX$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior AssociateSan Antonio, TX$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: • Respond effectively to the diverse perspectives, needs, and feelings of others.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerSan Antonio, TX$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerSan Antonio, TX$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
NewWealth Operations Associate EmploYou, LLCWealth Operations AssociateSan Antonio, TX$55,000–$65,000 / yearThe Wealth Operations Associate manages multiple operational workflows simultaneously, maintains accurate client records and documentation, coordinates with custodians, insurance carriers, clients, and external partners and ensures requests are completed in a timely and compliant manner. Acting as the operational backbone of the firm, this position partners with advisors, planners, and operations team members to execute investment and insurance operations, client onboarding, account maintenance, CRM management, billing support and administrative processes with accuracy and efficiency.
NewWealth Market Leader: Revenue, Growth & Talent PowertoflyWealth Market Leader: Revenue, Growth & TalentSan Antonio, TXThe Market Manager will lead recruitment and retention efforts for Financial Advisors, ensure regulatory adherence, and drive business growth. Candidates should have at least 5 years of relevant experience and a strong skill set in team management and communication.
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 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.
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.
Client Advisor with Athletic Background Vrana Network - Northwestern MutualClient Advisor with Athletic BackgroundSan Antonio, TXWe welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.
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.
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.
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.
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.
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.
J.P. Morgan Wealth Management - Investment Phone Specialist JPMorgan Chase & CoJ.P. Morgan Wealth Management - Investment Phone SpecialistSan Antonio, TXRemoteAs an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. 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.
Senior Tax Officer II Broadway BankSenior Tax Officer IISan Antonio, TXThis role builds and develops a high-performing tax team through expert guidance and coaching, while serving as the primary liaison for OneSource, directing external CPA relationships, and managing IRS communications. Review, audit, and validate all tax-related transactions, including dividends, interest allocations, bond amortization/accretion, capital gains, corporate actions, and IRA activity, ensuring accuracy and compliance.
Investment Management Specialist Bank of AmericaInvestment Management SpecialistSan Antonio, TexasThis job is responsible for performing specialized functions across a Financial Advisors (FAs) team, such as defining an FA's or FA team's overall investment management philosophy through portfolio analysis and performing business management and business development activities. 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.
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.
Client Services Manager / Office Manager Clayton ServicesClient Services Manager / Office ManagerSan Antonio, TX$60,000–$80,000 / yearThe Client Services Manager will be responsible for supporting client relationships, processing account service requests, coordinating office operations, and providing administrative support to a team of financial professionals. Client Services Manager Education and Experience: 3+ years of experience in client services, administrative support, office management, or operations.
NewSenior Corporate Recruiter USAASenior Corporate RecruiterSan Antonio, TX$108,480–$207,320 / yearAs a full cycle Senior Corporate Recruiter, you will serve primarily as the talent acquisition subject matter expert for Wealth Management hiring, partnering closely with business leaders to identify, attract, and hire top-tier licensed Wealth Managers, Financial Advisors, and other client-facing financial professionals. Follows up and follows through on all submitted candidates in a timely manner and ensures that the Applicant Tracking System (Workday) is kept up to date in real time and ensures compliance with all Federal, State and Regulatory requirements.
Market Director UBS Group AGMarket DirectorSan Antonio, TXWe're looking for a market director to: • create a vision and business development strategy • coach branch managers and financial advisors to deliver excellent client service, drive business growth, improve retention and establish a robust local presence • set financial advisor recruiting goals, lead recruiting activities and oversee the transition of advisors • monitor and resolve escalated issues, including financial, reputational, compliance, supervisory, operational and HR governance risks • partner with the management team to manage day-to-day activities • manage P&L, and incorporate P&L considerations in business decisions, • ideally 5+ years of experience with a leading financial institution • proven leadership experience in the industry • FINRA Registrations: Series 3 (where applicable) Series 7, 66, 8 or 9, and 10 • life and Health Insurance license • motivated, self-directed and driven • skilled at creating a positive business culture • result-oriented and assertive, UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
AVP, Application Development - USAA Investment Services Company (ISCO) USAAAVP, Application Development - USAA Investment Services Company (ISCO)San Antonio, TX$224,250–$403,650 / yearDeep expertise in designing, developing, and implementing leading-edge investment technology underpinning registered broker-dealers and investment advisors - including trading, wealth management, compliance, and CRM platforms - paired with the strategic thought leadership to influence and advise senior business executives on technology-driven decisions. Proven track record of rapidly translating complex business objectives for a growing retail investment advisory business into bold, actionable technology roadmaps - operating with fierce urgency and personal accountability to deliver results at pace without sacrificing quality or compliance rigor.
Client Service & Operations Associate WWS FINANCIAL LLCClient Service & Operations AssociateSan Antonio, TX$45,000–$65,000 / yearWe are a boutique, fiduciary wealth management firm serving successful families, business owners, and professionals through multi-generational financial planning strategies integrating investments, insurance, tax planning, and estate planning. You will work alongside our CFP® founder supporting life-changing financial decisions for real clients, part client service, part financial analysis, part operational leadership.
Registered National Investor Center Support Associate Citigroup IncRegistered National Investor Center Support AssociateSan Antonio, TX$62,620–$87,380 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing, and reporting control issues with transparency. The Registered National Investor Center Support Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citis Investment clients.
Entry Level Sales Representative Vrana Network - Northwestern MutualEntry Level Sales RepresentativeSan Antonio, TXWe 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.