7 private wealth jobs at 4 companies in San Antonio, TX
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Private Wealth Relationship Manager
San Antonio, Texas, United States
OnsiteFull Time
Requires Series 7, 63/65 or 66, SAFE Act registration, ADV-2B, a firm-approved designation, high school diploma or equivalent, strong communication, organization, risk management, and wealth management knowledge.
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Private Wealth Relationship Manager
San Antonio, Texas, United States
OnsiteFull Time
1+ YOERequires a high school diploma or equivalent, 1 year of experience, Series 7 and 63/65 or 66, SAFE Act registration, an approved designation, strong communication, organization, risk management, and wealth management knowledge.
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Private Bank Operations Team Lead
Richardson or Fort Worth or Houston or Dallas or Austin or Plano or San Antonio
OnsiteFull Time
5+ YOEFive years in private wealth, supervisory or management experience, strong client service and analytical skills, Microsoft Office proficiency, and Series 7 and 65 licenses or willingness to obtain them within 90 days.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Windows, FISERV Signature, SalesForce CRM
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Private Banking Relationship Manager - San Antonio or Austin
San Antonio or Austin
OnsiteFull Time
10+ YOEBachelor's degree and 10+ years of progressive private banking experience, including lending, sales, investments, wealth strategies, credit analysis, loan structuring, and relationship management.
Microsoft Word, Microsoft Excel
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Private Wealth Client Associate
San Antonio, Texas, United States
OnsiteFull Time
Provide client service support to financial advisors, deliver timely and accurate client materials, promote banking and investment solutions, and use Microsoft and CRM tools; high school diploma required; FINRA licenses preferred.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
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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
2mo
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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.