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29 wealth jobs at 13 companies in San Antonio, TX

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Wealth Management Specialist
San Antonio, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service and operations support for wealth management teams; knowledge of Merrill Wealth Management, SAFE Act registration for mortgage origination when applicable, high school diploma/GED, Salesforce experience preferred.
Salesforce
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1mo
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Wealth Strategies Advisor
Austin or San Antonio
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
7+ YOE7+ years planning-related experience preferred; advanced knowledge of trust, estate, tax, wealth transfer, investments; JD/CPA/CFP desired; proficiency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and WealthMaster.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, WealthMaster
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3w
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Wealth Advisor - PNC Wealth Management
San Antonio, Texas, United States
OnsiteFull Time
PNC Financial Services
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.
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1mo
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Wealth Advisor
San Antonio, Texas, United States
OnsiteFull Time
SWBC
SWBC: Diversified financial services including insurance, mortgages, and investment management.
3+ YOEBachelor's degree, Series 7 and 63, life & health insurance license, 3+ years financial advisor experience, valid driver's license, able to travel locally; pre-employment drug test and non-tobacco policy.
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1mo
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Wealth Advisor
San Antonio, Texas, United States
OnsiteFull Time
SWBC
SWBC: Provides insurance, mortgage, and investment services to institutions and individuals.
3+ YOEBachelor's degree in business/finance/marketing, Series 7 and 63 and Group I life & health insurance licenses, 3+ years as a financial advisor, valid driver\u0002s license, ability to travel locally, strong communication and organizational skills.
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3mo
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Senior Wealth Advisor
San Antonio, Texas, United States
$150k-$350k/yr HybridFull Time
Mariner Wealth Advisors
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.
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3w
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Wealth Portfolio Manager
San Antonio, Texas, United States
OnsiteFull Time
Frost Bank
Frost BankNYSE: CFR: Provides personal and commercial banking, investment, and insurance services.
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
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2w
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Wealth Planning Senior Associate
Raleigh or Phoenix or Sacramento or Pasadena or Houston or San Antonio or Homewood or Brentwood or Indianapolis
$75k-$125k/yr OnsiteFull Time
CAPTRUST
CAPTRUST: Provides investment advisory and retirement plan consulting services.
2+ YOEBachelor's degree or equivalent,2+ years relevant experience,proficient with eMoney Advisor and Microsoft Office,desire or progress toward CFP,strong communication and organizational skills.
eMoney Advisor, Microsoft Office
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1mo
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Wealth Management Advisor - San Antonio, TX
San Antonio, Texas, United States
$48-$53/hr OnsiteFull Time
TIAA
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.
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Wealth Management Advisor - San Antonio, TX
San Antonio, Texas, United States
$100k-$110k/yr OnsiteFull Time
TIAA
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.
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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
PwC
PwC: Providing audit, tax, and management consulting services to businesses.
6+ YOELead tax compliance and consulting for asset and wealth management in renewable energy; 6+ years experience; CPA or Bar or related credentials.
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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
JPMorgan Chase
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.
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Private Banking Relationship Manager - San Antonio or Austin
San Antonio or Austin
OnsiteFull Time
Zions Bancorporation
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
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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Associate, Investment Solutions
Indianapolis or Miami or Omaha or San Antonio or New York City
$100k-$125k/yr HybridFull Time
Sanctuary Wealth
Sanctuary Wealth: Provides an integrated platform for independent wealth management advisors.
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
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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
Texas Capital
Texas CapitalNASDAQ: TCBI: Provides commercial banking, wealth management, and personal financial services.
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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2mo
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Senior Tax Officer II
San Antonio, Texas, United States
OnsiteFull Time
Broadway Bank
Broadway Bank: Independent Texas bank providing personal, business, and wealth services.
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
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