4w
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Commercial Insurance Client Advisor
Bulverde, Texas, United States
OnsiteFull Time
5+ YOE5+ years client-facing or business development experience required; commercial insurance and property and casualty experience required; P&C license required; strong sales, CRM, analytics and AI tool proficiency; consultative selling skills.
CRM, AI applications, analytics platforms, sales enablement tools, predictive analytics
4w
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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.
5d
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Client Advisor - San Marcos Outlet
San Marcos, Texas, United States
OnsiteFull Time
3+ YOE3+ years luxury retail sales experience, strong communication, knowledge of women’s and men’s RTW, CRM usage, ability to meet sales targets and build client relationships.
CRM
2w
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Client Advisor, Part Time
San Marcos, Texas, United States
$20-$21/hr OnsitePart Time
Part-time retail sales role requiring strong customer service, sales ability, CRM/inventory computer skills, English proficiency, ability to stand and lift ~20 lbs; luxury retail experience preferred.
CRM
4d
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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, analytical, and business development skills; athletic background preferred.
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
5d
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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
6d
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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
1w
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Financial Advisor
San Marcos, Texas, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree; obtain life/accident & health, SIE, Series 6,7,63 licenses; CFP support; entrepreneurial, relationship-building, and client-management skills; legal US work authorization 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
5d
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Selling Advisor - Women's RTW
San Antonio, Texas, United States
$10-$25/hr OnsiteFull Time
Proven sales track record, client development, product/brand knowledge, goal-driven, strong communication and customer service, passion for fashion.
4d
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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.
1mo
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Licensed Beauty Advisor - Part Time
San Antonio, Texas, United States
$20-$23/hr OnsitePart Time
1+ YOEActive state license to perform waxing/makeup/false-application, 1+ years retail/service experience, strong product knowledge, client service and sales skills, ability to lift 50 lb, availability nights/weekends/holidays.
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
2w
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Eligibility Advisor I (BANDERA, TX)
Bandera, Texas, United States
$3k-$4k/mo HybridFull Time
1+ YOEHigh school diploma/GED required; 1 year public-contact customer service experience (college hours may substitute); ability to interview clients, evaluate data, perform data entry, use Microsoft Office and Teams; pass fingerprint background check.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Teams, E-Verify
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.
4w
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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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