Top 43 Financial professional Jobs in Helotes, Tx

Financial Advisor Development Program
Northwestern Mutual —San Antonio, TX
- $60,000 - $250,000 a year
- Weekends as needed
- Background check
- 5 years
- Military
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual —San Antonio, TX
- $80,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Military
- Health savings account
- Health insurance
Quick Apply
Administrative Assistant for Financial Advisor
Platinum Wealth Solutions of Texas —San Antonio, TX
- $19 - $24 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
- Retirement plan
Quick Apply
4d
Entry-Level Financial Advisor | Training Provided
COR Financial Partners —San Antonio, TX
- Full-time
- Remote
- Background check
- 18 years or older
- Customer service
- Opportunities for advancement
Quick Apply
Financial Service Representative
Falcon Bank —San Antonio, TX
- Full-time
- High school diploma or GED
- Organizational skills
- Computer skills
- Health insurance
- Dental insurance
Quick Apply
14d
Financial Services Representative - State Farm Agent Team Member
Kristin Sorensen - State Farm Agent —Helotes, TX
- $55,000 - $80,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Paid time off
- Opportunities for advancement
Quick Apply
11d
Financial Advisor - San Antonio and Surrounding areas
Thrivent —San Antonio, TX
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor: Fast Track to Management
New York Life —San Antonio, TX
- $64,480 - $150,000 a year
- Full-time
- Sales
- Mid-level
- Office
- AD&D insurance
- Disability insurance
Quick Apply
Internal Controls Financial Reporting Advisor (Mid-Level)
USAA —San Antonio, TX
- $93,770 - $179,240 a year
- Hybrid work
- Microsoft Word
- Military
- Mid-level
- Paid holidays
- Health insurance
Independent Financial Representative
G5 FAMILY ENTERPRISE —San Antonio, TX
- $30,000 - $100,000 a year
- Part-time
- Hybrid work
- Background check
- Office
- US work authorization
- Profit sharing
- Paid training
Quick Apply
Financial Representative - Entry Level
Vrana Network - Northwestern Mutual —San Antonio, TX
- $64,000 - $85,000 a year
- Full-time
- Office
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
2d
Financial Services Representative - State Farm Agent Team Member
Dean Eastman - State Farm Agent —San Antonio, TX
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Financial Sales Advisor (Training Provided)
Northwestern Mutual-San Antonio —San Antonio, TX
- $85,000 - $120,000 a year
- Full-time
- Background check
- Sales
- Military
- Health savings account
- Health insurance
Quick Apply
6d
Merrill Advisor Development Program - Financial Advisor: Lone Star Market
Bank of America —San Antonio, TX
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
7d
Financial Services Professional
True Legacy Strategies —San Antonio, TX
- From $1,000 a month
- Part-time
- In-person
- Communication skills
- Entry level
Quick Apply
Financial Solutions Advisor - South Austin & North San Antonio Area
Bank of America —San Antonio, TX
- Full-time
- Background check
- Spanish
- Writing skills
Financial Advisor - Career Transition
New York Life —San Antonio, TX
- Full-time
- Mid-level
- Marketing
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet Appointment
United Placement Group —San Antonio, TX
- $100,000 - $350,000 a year
- Full-time
- Hybrid work
- Mid-level
- Travel
Quick Apply
8d
Financial Services Professional - Hybrid Remote (TX)
Bankers Life —San Antonio, TX
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Professional
Equitable Advisors —San Antonio, TX
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance

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Financial Advisor Development Program

Northwestern Mutual
San Antonio, TX

Quick Apply

Job Details

Full-time
$60,000 - $250,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
Flexible spending account
Financial planning services
Matching gift program
Tuition reimbursement
Pension plan
Parental leave
Employee assistance program
Vision insurance
Employee discount
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Series 6
CFP
Bachelor's degree
Securities Industry Essentials
Financial concepts
Series 63
Time management

Full Job Description

Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Financial Planning - Asset & Income Protection - Education Funding - Insurance Planning - Investment & Advisory Services - Trust Services - Retirement Solutions - Planning for Business owners

Why NM in San Antonio?

In San Antonio there is a huge opportunity for growth within Northwestern Mutual. In most major cities, Northwestern Mutual has a 8-10% market share in it's target client market. In San Antonio, NM is currently at less than 1%. Which leads to a MASSIVE opportunity for growth and to be able to make a impact on a community who needs our help!

Leadership Growth Opportunities in San Antonio:

Once you lead by example and have success as an advisor, there is a massive opportunity in San Antonio to build a team or advisors to develop under your guidance! There are currently around 30 advisors in San Antonio with our firm, but the market data says we should have over 300 advisors. So much opportunity for those with leadership aspirations!

As a Northwestern Mutual Financial Representative/Planner:

1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.

2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans. NM will pay for additional education related to financial planning.

3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Compensation & Benefits

· Commission structure to support early development

· Recurring income stream

· Bonus programs and expense allowances

· Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP®, and more

· Retirement Package and Pension Plan

· Medical, Dental, Vision, Life Insurance and Disability Income Insurance

· Family Planning

You could be right for this opportunity if you have

· Entrepreneurial ambitions

· History of success in sales, athletics, military, client services, or client-facing roles

· Excellent time-management skills

· Desire for continuous learning and more than just a 9-5 role

· Legal authorization to work in the US

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

· #90, Fortune 100 company (2022)

· Forbes' Best Employers for Diversity (2018-2020)

· Top 5 US Independent Broker-Dealers1

· #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness

· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

· $224 billion3 (retail investment client assets held or managed)

_____________

Job Type: Full-time

Compensation: $104,000 +/- is the average for an Advisor between year 1-4, average revenue per advisor with 5+ years of experience is $594,000 +/-

When you retire from the firm, you get to sell your book of business as well!

Benefits:

Employer funded pension AND deferred compensation plan
Dental insurance
Health insurance
Life insurance
Parental leave
Disability insurance
Vision insurance
Many other benefits on top of these as well

Physical setting:

Primarily in the office, with the ability to work remotely once established

Schedule:

Monday to Friday(you can work on weekends if you want to)

Job Type: Full-time

Pay: $60,000.00 - $250,000.00 per year

Benefits:

Dental insurance
Employee assistance program
Employee discount
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Matching gift program
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Education:

Bachelor's (Required)

Experience:

Financial concepts: 1 year (Preferred)

Ability to Commute:

San Antonio, TX (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial professional jobs in helotes, tx

Financial Advisor Development Program

Financial Advisor

Administrative Assistant for Financial Advisor

Entry-Level Financial Advisor | Training Provided

Financial Service Representative

Financial Services Representative - State Farm Agent Team Member

Financial Advisor - San Antonio and Surrounding areas

Financial Advisor: Fast Track to Management

Internal Controls Financial Reporting Advisor (Mid-Level)

Independent Financial Representative

Financial Representative - Entry Level

Financial Services Representative - State Farm Agent Team Member

Financial Sales Advisor (Training Provided)

Merrill Advisor Development Program - Financial Advisor: Lone Star Market

Financial Services Professional

Financial Solutions Advisor - South Austin & North San Antonio Area

Financial Advisor - Career Transition

Financial Advisor | No Prospecting | $100K-$300K+ | Qualified PreSet Appointment

Financial Services Professional - Hybrid Remote (TX)

Financial Professional

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