40 client advisor jobs at 16 companies in Lytle, TX
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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.
3mo
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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
3w
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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
2w
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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
2d
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Financial Advisor
San Antonio, Texas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Northwestern Mutual proprietary planning software
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.
3w
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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.
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.
1mo
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Part-Time Beauty Advisor - Sephora
San Antonio, Texas, United States
$13/hr OnsitePart Time
Client-facing retail or service experience, authentic passion for beauty, strong written and verbal communication, flexible availability (days, nights, weekends, holidays), ability to lift up to 50 lbs, basic math and computer skills, completion of company training.
1w
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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
2d
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New Vehicle Sales Associate (Client Advisor)
Boerne, Texas, United States
OnsiteFull Time
Demonstrated sales performance, strong verbal and written communication, goal-oriented discipline, professional presentation, CRM and digital sales tool familiarity, valid driver's license, background check, drug screening, and US work authorization.
CRM systems
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.
3mo
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Sales Associate (Program Advisor)- Shaenfield
San Antonio, Texas, United States
OnsiteFull Time, Part Time
Sales-focused role requiring strong communication, lead follow-up, CRM proficiency, and delivery of excellent client experiences.
CRM (ClubReady), Club OS
2w
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Branch Office Administrator - San Antonio, TX
San Antonio, Texas, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle correspondence, use MoneyGuide, Salesforce and Microsoft Office, and deliver exceptional client service.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Senior / Principle Electrical Transmission Line Engineering Project Advisor (PE), Energy
Houston or Dallas or Fort Worth or Richardson or Austin or San Antonio
HybridFull Time
12+ YOETexas PE license, 12+ years engineering/project management experience in electric power infrastructure, experience with 138kV/345kV transmission, PLS-CADD/PLS-POLE/PLS-LITE/AutoCAD, leadership and client-facing skills.
PLS-CADD, PLS-POLE, PLS-LITE, AutoCAD, CAISSON, LPILE, MFAD, PLS-Tower, SAG10, ArcGIS
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