39 relationship advisor jobs at 13 companies in San Antonio, TX
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Advisor - ITM
San Antonio, Texas, United States
$24-$24/hrOnsiteFull Time
Credit Human: Provides banking and loan services to credit union members.
2+ YOEHigh school diploma or equivalent, 2–3 years of customer service experience, cash handling or account administration experience, Microsoft Office proficiency, and strong communication and relationship-building skills.
Ulta BeautyNASDAQ: ULTA: Largest US beauty retailer selling cosmetics and salon services.
One year of relevant experience is preferred. Requires guest service and selling skills, basic technology proficiency, customer relationship skills, troubleshooting, and flexible availability.
Point of Sale system, Apple devices, Ulta Beauty app
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
Merrill Advisor Development Program - Financial Advisor: Lone Star Market
San Antonio or Corpus Christi or McAllen
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOESeries 7 and 66 licenses, or Series 63 and 65, plus one year in financial services or sales and one year in investments. Requires prospecting, relationship-building, communication, analytical, and Microsoft Office skills.
Salesforce, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
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.
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
Bachelor's degree in finance, business, or a related field preferred. Strong communication, interpersonal, analytical, and client relationship-building skills required; insurance licensing required with training provided.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelors preferred and 3+ years relevant experience. Requires FINRA Series 7 and 66 (or 63/65), life and health insurance license, strong prospecting, relationship and financial planning skills.
J.P. Morgan Wealth Management – Private Client Advisor – North East San Antonio
New Braunfels or San Antonio or Cibolo
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Headkount: Provides outsourced retail sales and education for beauty brands.
Proven Sephora experience with strong in-store relationships, top-selling and educator track record, deep skincare or makeup knowledge, reliable availability for retail hours including weekends, polished communication.
Sally Beauty HoldingsNYSE: SBH: Retailer and distributor of professional salon and beauty products.
Provide product advice, build customer relationships, complete transactions, maintain store presentation, and be able to lift up to 25 lbs; may be exposed to fumes.
TIAA: Provides retirement and financial services for academic and non-profit sectors.
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.
TIAA: Financial services organization providing retirement, asset management, and investments.
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.
Financial Solutions Advisor - Central & South San Antonio Area
Schertz or San Antonio
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHolds Series 7 and 66 (or 63/65) and SAFE Act registration for mortgage origination;1+ year investments and financial-services experience;sales and client relationship skills;ability to meet goals and comply with regulatory due diligence.
Business Risk and Controls Advisor I - Member Value
San Antonio or Charlotte or Colorado Springs or Tampa or Phoenix or Plano
$77k-$147k/yrHybridFull Time
USAA: Provides insurance and banking to the military community.
2+ YOEBachelor's degree or equivalent experience; 2 years supporting risk, compliance, or business control design; GRC platform knowledge, analytical, communication, and relationship-building skills.
Governance, Risk, and Compliance (GRC), business intelligence tools