Financial advisor jobs in San Antonio, Texas - Page 2Create job alerts

With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. Assists Financial Advisors with marketing efforts including seminars and other client-facing events. May enter orders at the direction of the

Under this model Financial Advisors are not employees of LPL Financial. This employment opportunity at TruStage located at Pentagon Federal Credit Union in San Antonio, TX would allow you to join Pentagon Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financ

As a dedicated Corporate Affairs Business Partner at the Lead level, you will serve as a strategic advisor, bridging Corporate Affairs with the Property & Casualty and Life Insurance business lines at USAA. Comprehensive knowledge of the financial services and insurance industries and regulatory lan

Job Description New York Life's Fast Track to Management Program is a premier career acceleration opportunity for high-achieving individuals with leadership aspirations. This program is designed to fast-track qualified candidates into a leadership role as an Associate Partner within 9-12 months. Candidates begin their journey as Financial Advisors, developing expertise in client relationship management, financial strategy, and sales. As milestones are met, qualified participants enter a six-month Associate Partner training track to prepare for management responsibilities. Compensation and Benefits Highlights: • First-Year Earnings Potential: $45,000 to $130,000+, • Performance Bonuses: Up to $5,000 for successful completion of FINRA licensing exams within the first year, • Full Benefits: Medical, dental, vision, life, and disability insurance, • Retirement Plans: 401(k) with match and a company-funded pension, • Build customized financial strategies for clients, including individuals, families, and business owners, • Educate clients on life insurance, retirement, investment, and estate planning options using NYLIFE and NYLIFE Securities products, • Cultivate long-term relationships by delivering consistent client value and advice, • Meet benchmarks in production and leadership to transition into the Associate Partner role, • Participate in New York Life’s robust training and leadership development programs, • Bachelor’s degree or equivalent professional experience, • Excellent communication, presentation, and interpersonal skills, • Strong work ethic and goal orientation, • Ability to work independently and manage time effectively, • MBA or equivalent graduate degree (completed within the past 24 months), • Prior experience in sales, financial services, or business ownership, • Previous leadership or management experience, • Currently licensed or willing to obtain: Life and Health Insurance License and FINRA SIE, Series 6 or 7, and Series 63About Company Founded in 1845, New York Life is a Fortune 100 mutual company known for financial strength, stability, and a long-standing commitment to clients. Through NYLIFE Securities LLC, we offer a wide range of investment products, including mutual funds, retirement accounts, and brokerage services. Our affiliate, Eagle Strategies LLC, provides personalized, fee-based financial planning and wealth management for high-net-worth clients. We foster a collaborative and inclusive culture where financial professionals are empowered to grow meaningful, client-focused careers backed by industry-leading resources and support.

In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a com

Edward Jones is a Fortune 500 company where Office Administrator, Financial Advisor, Office, Client Support, Administrator, Business Services.