51 time series jobs at 24 companies in San Antonio, TX
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Investment Sales Officer I
San Antonio or Austin
OnsiteFull Time
BOK FinancialNASDAQ: BOKF: Provides commercial, consumer banking, and wealth management services.
1+ YOEBachelor's degree and 1-2 years of fixed-income securities sales experience, or equivalent experience. Requires Series 52, Series 7, Series 63, market knowledge, sales skills, and Microsoft Office proficiency.
Merrill Advisor Development Program - Financial Advisor: Lone Star Market
Corpus Christi or McAllen or San Antonio
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOERequires Series 7 and Series 66, or Series 63 and 65, one year of financial services or sales experience, one year of investment industry experience, prospecting ability, communication skills, and Microsoft Office proficiency.
Salesforce, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, SAFE Act
Victory CapitalNASDAQ: VCTR: Provides investment management services through specialized mutual funds and ETFs.
Requires contact center leadership, financial services experience, strong communication, business knowledge, and FINRA SIE, Series 7, Series 63, and Series 24 credentials or ability to obtain them within one year.
Frost BankNYSE: CFR: Provides personal and commercial banking, investment, and insurance services.
5+ YOEBachelor's in business/economics or 5+ years related experience; Series 7 & 63 (or obtain within 90 days); proficient with Microsoft applications; strong communication, organization, and time management skills.
Licensed Investment Phone Specialist - JPMorgan Wealth Management - Chicago, IL; Columbus, OH; Plano, TX; San Antonio, TX; Tempe, AZ
Chicago or Columbus or Plano or San Antonio or Tempe
$25-$34/hrHybridFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOEActive Series 7 and Series 63 registration, strong compliance record, client service and communication skills, ability to manage multiple priorities in a fast-paced environment.
SWBC: Provides insurance, mortgage, and investment services to institutions and individuals.
5+ YOEMaster’s or Ph.D. in a quantitative field; 5+ years data science; deep learning NLP time series; Python; cloud ML platforms (AWS SageMaker/Bedrock); MLOps; Hex; Snowflake; leadership.
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
Client Support Specialist - San Antonio, TX Area (REMOTE)
San Antonio, Texas, United States
RemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOERequires Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, financial planning knowledge, customer service, problem resolution, communication, influence, and organization skills.
SWBC: Diversified financial services including insurance, mortgages, and investment management.
3+ YOEBachelor's in finance or related field, 3+ years fixed income sales/trading, Series 7 and Series 63 required, proficiency with Microsoft Office (Word, Excel), strong client engagement and market knowledge, ability to travel nationally and locally.
Defense Health Agency: Providing global healthcare and medical support to the military.
1+ YOEDoctoral pharmacy degree or federal series exemption, active unrestricted pharmacy license, one year professional pharmacy experience, and ability to distinguish basic colors.
Advisors Asset Management: A financial services firm providing portfolio solutions and asset management to financial professionals.
Bachelor's degree preferred; will obtain FINRA Series 7 and 66; experience in financial services a plus; proficiency with Microsoft Office and CRM; strong communication and attention to detail.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CRM, Internet
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.
Empower: Provides retirement plan administration and personal wealth management services.
7+ YOEFINRA Series 6,63,65 required, 7+ years financial services experience, ability to travel up to 50%, strong communication and presentation skills, proven ability to manage a book of business.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Salesforce
Bronco Trucking: A trucking providing refrigerated freight transport services.
Experience repairing Detroit Series 60 engines, performing PM A/B, AC repair, brake service, inspections, fluid and filter changes, and maintaining DOT-compliant fleet records.
Vanguard: Global investment management and financial services provider.
10+ YOE10 years of related experience, including 8 years selling to financial advisors and 5 years prospecting wirehouse teams; FINRA Series 7 and 63; undergraduate degree or equivalent experience.
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.
Teacher's Pension: Provides retirement planning and financial education for school employees.
Requires life insurance license, Series 65 or willingness to obtain, E&O coverage, proven sales record, strong communication and presentation skills, and comfort with K–12 retirement products.