47 client advisor jobs at 20 companies in Cibolo, TX
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Client Advisor
Boerne, Texas, United States
OnsiteFull Time
Prospect, follow up, and close sales; deliver premium client experience; valid driver’s license, pass background and drug screen, authorization to work in the U.S.; comfortable with CRM systems.
CRM
3d
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Client Advisor with Athletic Background
San Antonio, Texas, United States
$70k-$95k/yr HybridFull Time
Bachelor's preferred; must obtain state insurance licenses (training provided), strong interpersonal and analytical skills, ability to build client relationships; prior financial or sales experience beneficial.
1mo
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Senior Private Client Advisor
San Antonio, Texas, United States
HybridFull Time
3+ YOE3+ years personal lines insurance experience with high-net-worth clients; P&C license required; strong client service, negotiation, renewal and proposal skills; ability to travel for meetings as needed.
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.
1mo
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Client Advisor (Full-time), A|X Outlet
San Marcos, Texas, United States
$14/hr OnsiteFull Time
Retail experience preferred, high school/GED preferred, strong communication and teamwork, ability to work flexible schedule including nights, weekends, and holidays; familiarity with CRM/WeChat preferred.
CRM, WeChat
2mo
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Licensed Client Associate
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEAssist Financial Advisors with servicing clients, processing trades, and sales support.
Microsoft Office, Excel, PowerPoint, Word, Access
2w
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Private Wealth Client Associate
San Antonio, Texas, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver timely accurate client materials, promote banking solutions, and support operational excellence; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Wealth Management Client Associate
San Antonio, Texas, United States
OnsiteFull Time
Provide client service support to financial advisors, ensure timely and accurate client materials, learn technology platforms, and possess strong communication and attention to detail. High school diploma/GED required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1w
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Client Associate (Investment Services)
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEProvide administrative and client support to Financial Advisors, schedule appointments, assist with trades and account changes, organize marketing/events, produce reports; requires 2 years relevant experience, Associate's or equivalent, Texas driver's license, Series licenses preferred.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint
3w
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Client Service Associate (Boerne, TX)
Boerne, Texas, United States
OnsiteFull Time
Provide high-touch administrative support to Financial Advisors, service clients via phone/email/in-person, process transactions, open accounts, use CRM and Excel; HS diploma and securities-related experience preferred.
Client Relationship Management (CRM) software, Microsoft Excel
3w
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Financial Advisor
San Marcos, Texas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health and securities licenses (SIE, Series 6,7,63), strong relationship-building, client acquisition, and communication skills; legal authorization to work in the US required.
1mo
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Wealth Advisor
San Antonio, Texas, United States
OnsiteFull Time
10+ YOEBachelor's degree, 10+ years wealth management/financial services experience serving high-net-worth clients, proficiency with financial planning software and Microsoft Office, strong analytical and communication skills; CPA, JD, or CFP preferred.
financial planning software, Microsoft Office Suite
2w
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Selling Advisor - Handbags
San Antonio, Texas, United States
$10-$25/hr OnsiteFull Time
Proven sales ability, client relationship development, product knowledge, consultative selling to meet and exceed sales plans.
2w
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Financial Advisor - Career Transition
San Antonio, Texas, United States
OnsiteFull Time
Develop client base via networking and referrals, provide insurance and financial solutions, complete required licensing and training; commission-based income potential.
2mo
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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.
2w
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Licensed Beauty Advisor - Part Time
San Marcos, Texas, United States
$22-$25/hr OnsitePart Time
1+ YOEActive state license to provide waxing/makeup/false application,1-3 years retail or service experience preferred,knowledge of beauty products,ability to lift 50 lbs,strong client service and communication skills.
1mo
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Part-Time Beauty Advisor - Sephora
New Braunfels, Texas, United States
$13/hr OnsitePart Time
Passion for beauty, client-facing retail or service experience, excellent written and verbal communication, flexible availability (days, nights, weekends, holidays), basic math/computer skills, ability to lift up to 50 lbs and stand for up to 8 hours.
multiple frequency devices, handheld scanners
6d
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Eligibility Advisor I - Temporary (JOURDANTON, TX)
Jourdanton, Texas, United States
$3k-$4k/mo HybridFull Time
1+ YOEHigh school diploma/GED, 1 year customer service experience with public contact; ability to interview clients, apply regulations, perform basic arithmetic, and use office software.
Microsoft Word, Outlook, Microsoft Excel, Microsoft Teams
1mo
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Part-Time Beauty Advisor (Rehire/Referral)
Kyle, Texas, United States
$13/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, strong written and verbal communication, flexible availability for days/nights/weekends/holidays, basic computer and math skills, ability to lift up to 50 lbs, and complete company training.
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.
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