Top 136 Financial planning advisor Jobs in San Antonio, 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 Professional
NYLIFE Securities, LLC./ Eagle Strategies Investment Advisors —San Antonio, TX
- $60,000 - $130,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
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 Planner Trainee - Career Transition
New York Life —San Antonio, TX
- Full-time
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Branch Office Administrator
Edward Jones —San Antonio, TX
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
8d
Financial Analyst
3 Reasons Consulting —San Antonio, TX
- CPA
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Property and Casualty Producer
Cell Brokerage —San Antonio, TX
- $40,000 - $60,000 a year
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
1d
CPA Tax Manager / Accounting Supervisor – Family Business Office
Performance Management Ltd —San Antonio, TX
- $140,000 - $200,000 a year
- Full-time
- Background check
- 7 years
- CPA
- Health insurance
- Paid time off
Quick Apply
Senior Utility Advisor- Texas
Moonshot Missions —Texas
- $105,000 - $155,000 a year
- Email
- Driver's License
- Bachelor's degree
- Quality control
- Health insurance
- Dental insurance
Quick Apply
1d
Tax Manager
The Fox Alliance Tax Advisors —San Antonio, TX
- $135,000 - $150,000 a year
- Email
- Hybrid work
- Background check
- Spanish
- CPA
- Paid parental leave
- AD&D insurance
Quick Apply
Program Manager
Chickasaw Nation Industries —San Antonio, TX
- Full-time
- Office
- 8 years
- Analysis skills
- AD&D insurance
- Disability insurance
Brewing Process Sr. Manager
Constellation Brands —San Antonio, TX
- $124,500 - $199,000 a year
- Full-time
- Spanish
- Clean driving record
- 11+ years
- Health insurance
- Dental insurance
Wealth Management Advisor
Equitable Advisors —San Antonio, TX
- $28,000 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Health savings account
- Employee stock purchase plan
Quick Apply
Tax & Accounting Senior Manager (CPA)
Dower & Associates —Texas
- $100,000 - $150,000 a year
- CPA
- Finance
- Master's degree
8d
Restaurant Operations Manager
Burger Boy —San Antonio, TX
- $45,000 - $50,000 a year
- Full-time
- In person
- Microsoft Word
- Background check
- 18 years or older
- Paid training
- Health insurance
Quick Apply
Financial Planning Advisor
Hallmark University —San Antonio, TX
- $43,000 - $50,000 a year
- Full-time
- School experience
- Spanish
- Computer literacy
- Tuition reimbursement
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
6d
Director of Financial Planning and Analysis
Saint Marys Hall —San Antonio, TX
- Full-time
- School experience
- CPA
- 5 years
Financial Planner
Pax Financial Group —San Antonio, TX
- Full-time
- Mid-level
- Leadership
- 2 years
Quick Apply
Director of Financial Planning and Budget Operations (Immediate Opening)
IDEA Public Schools —San Antonio, TX
- $108,100 - $128,600 a year
- Urgently hiring
- Remote
- Finance
- Analysis skills
- Bachelor's degree
- Disability insurance
- Health insurance
2d

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financial planning advisor jobs near san antonio, tx

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 planning advisor jobs in san antonio, tx

Financial Advisor Development Program

Financial Professional

Financial Services Professional - Hybrid Remote (TX)

Financial Planner Trainee - Career Transition

Branch Office Administrator

Financial Analyst

Property and Casualty Producer

CPA Tax Manager / Accounting Supervisor – Family Business Office

Senior Utility Advisor- Texas

Tax Manager

Program Manager

Brewing Process Sr. Manager

Wealth Management Advisor

Tax & Accounting Senior Manager (CPA)

Restaurant Operations Manager

Financial Planning Advisor

Internal Controls Financial Reporting Advisor (Mid-Level)

Director of Financial Planning and Analysis

Financial Planner

Director of Financial Planning and Budget Operations (Immediate Opening)

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