20 wealth management jobs at 12 companies in Selma, TX
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Wealth Advisor - PNC Wealth Management
San Antonio, Texas, United States
OnsiteFull Time
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.
1mo
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Wealth Management Client Associate
San Antonio, Texas, United States
OnsiteFull Time
Client service support for financial advisors; high school diploma/GED required; FINRA SIE/Series securities preferred; strong communication, detail orientation, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
San Antonio, Texas, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accuracy of client materials, promote banking offerings, and operate with discretion; high school diploma/GED required; 1+ year experience; ability to learn technology platforms.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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.
1mo
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Wealth Portfolio Manager
San Antonio, Texas, United States
OnsiteFull Time
5+ YOEBachelor's degree, 5+ years portfolio management experience (or 3+ with Master's/CFA/CFP), fiduciary portfolio oversight, strong analytical, communication, and multi-asset knowledge.
Fitek, Bloomberg, FactSet, Microsoft computer applications
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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Wealth Relationship Manager Associate
San Antonio, Texas, United States
OnsiteFull Time
Provide client service support, prepare financial planning data, use WealthView/E-Money, strong Microsoft Office skills, four-year degree in business preferred, CFP track preferred.
WealthView, E-Money, Microsoft Office
2mo
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Asset & Wealth Management - Renewable Energy Tax Senior Manager
Charlotte or Indianapolis or Grand Rapids or Irvine or Raleigh or Chicago or Cincinnati or Cleveland or Columbia or Kansas City or Columbus or Dallas or Las Vegas or Little Rock or Los Angeles or Rosemont or Boston or Sacramento or St. Louis or Salt Lake City or San Antonio or San Diego or San Francisco or Silicon Valley or San Juan or Seattle or Stamford or Tampa or Toledo or Atlanta or Washington or Melville or Miami or Milwaukee or Denver or Minneapolis or Des Moines or Montpelier or Detroit or Nashville or Florham Park or Fort Worth or Philadelphia or Phoenix or Hartford or Houston or Portland
$124k-$335k/yr OnsiteFull Time
6+ YOELead tax compliance and consulting for asset and wealth management in renewable energy; 6+ years experience; CPA or Bar or related credentials.
2mo
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JPMorganChase Wealth Management — Vice President, Client Safeguarding Team Leader
Plano or Tempe or San Antonio or Chicago or Westerville
$96k-$153k/yr OnsiteFull Time
FINRA Series 7 and 63 required, Series 9/10 required or obtain during onboarding; proven leadership and escalation/judgment experience in fraud/AML/EVP contexts; strong communication, documentation, and risk/control skills.
1w
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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
2w
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Associate, Investment Solutions
Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years in wealth management/financial services or client-facing business development; strong communication, CRM and analytical experience; ability to travel for advisor meetings and conferences.
CRM, Microsoft Teams, Microsoft Office Suite
1w
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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
2mo
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Senior Tax Officer II
San Antonio, Texas, United States
OnsiteFull Time
5+ YOE5+ years wealth management tax and securities experience; Bachelor's in Finance/Accounting/Business required; CPA or CTFA preferred; experience with EFTPS and FIRE, OneSource and trust accounting platforms, Microsoft Excel; supervisory experience.
OneSource, Northern Trust, Fi-Tek, Matrix, Nautilus Imaging, Electronic Funds Transfer Processing System (EFTPS), Filing Information Returns Electronically (FIRE), Microsoft Excel