13 cfp jobs at 11 companies in San Antonio, TX
2w
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Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
3w
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Wealth Portfolio Manager
San Antonio, Texas, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years portfolio management experience (or 3+ with Master's/CFA/CFP), fiduciary portfolio oversight, strong analytical, communication, and multi-asset knowledge.
Fitek, Bloomberg, FactSet, Microsoft computer applications
3mo
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Senior Wealth Advisor
San Antonio, Texas, United States
$150k-$350k/yr HybridFull Time
10+ YOEBachelor’s degree; 10+ years in financial planning or related field; Series 65, CFP or CFA; strong relationship management and leadership; experience with high net worth clients.
2mo
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Hydraquip - Regional Sales Manager - South Region (Texas)
Houston or San Antonio or Dallas or Tulsa or Memphis or Denver or Lafayette or Texas
FieldFull Time
5+ YOEBachelor's degree or equivalent experience, CFPS a plus, 5+ years sales experience in fluid power/industrial distribution preferred, strong sales leadership, technical hydraulics knowledge, and excellent communication.
1mo
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Wealth Relationship Manager Associate
San Antonio, Texas, United States
OnsiteFull Time
Provide client service support, prepare financial planning data, use WealthView/E-Money, strong Microsoft Office skills, four-year degree in business preferred, CFP track preferred.
WealthView, E-Money, Microsoft Office
1mo
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Senior Trust Officer
San Antonio, Texas, United States
$100k-$135k/yr OnsiteFull Time
8+ YOE8+ years trust/ fiduciary administration experience; bachelor's degree or equivalent; strong fiduciary, trust law, estate administration, taxation, relationship management, and communication skills; CTFA/JD/CPA/CFP preferred.
3w
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Tax Senior Manager, Private Client Services
San Antonio, Texas, United States
$120k-$205k/yr OnsiteFull Time
7+ YOE7+ years public accounting/private client tax experience; Bachelor's in Accounting required; CPA or licensed attorney required; CFP, master's or JD/LLM preferred; strong tax research, communication, and leadership skills.
Gosystems, BNA Tax Planner, Microsoft Office
1mo
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Wealth Strategies Advisor
Austin or San Antonio
OnsiteFull Time
7+ YOE7+ years planning-related experience preferred; advanced knowledge of trust, estate, tax, wealth transfer, investments; JD/CPA/CFP desired; proficiency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and WealthMaster.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
1mo
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Risk Engineer (All Levels & Specialty Areas)
Hartford or New York City or Franklin or Coral Gables or Alpharetta or San Antonio or Illinois or Scottsdale or Frisco or Philadelphia or California
$102k-$154k/yr FieldFull Time
Background in risk engineering, safety, or related fields; degree in engineering or related discipline (or equivalent experience); consultative and technical writing skills; familiarity with digital tools; certifications such as CSP, CIH, CPCU, CFPS, or ARM are a plus.
1mo
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Wealth Management Advisor - San Antonio, TX
San Antonio, Texas, United States
$48-$53/hr OnsiteFull Time
5+ YOE5+ years managing a book of business and building relationships with affluent clients; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; CFP or CFA preferred.
1mo
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Wealth Management Advisor - San Antonio, TX
San Antonio, Texas, United States
$100k-$110k/yr OnsiteFull Time
5+ YOE5+ years managing client relationships or book of business; university degree preferred; obtain required licenses within 120 days; FINRA Series 7/63/65/66 and life & health license required; CFP or CFA preferred.
1w
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College Financial Representative, Internship Program
San Antonio, Texas, United States
$500-$1k/yr OnsiteInternship
Full-time student, preferably a junior or senior, with entrepreneurial sales interest, campus involvement, time-management skills, financial literacy interest, and business savvy.
Series 6, Series 63, CFP
1mo
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J.P. Morgan Wealth Management – Private Client Advisor – North East San Antonio
New Braunfels or San Antonio or Cibolo
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent; demonstrated client acquisition and relationship management; active Series 7 and Series 66/63/65 (or obtain within 60 days); life, health and long term care insurance license; CFP preferred; bachelor’s degree preferred.