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Financial Services

Private Client Associate — Wealth Advisory

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2026-02-10
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
A leading financial advisory firm in San Antonio is seeking a motivated Client Associate. In this role, you will work closely with high-net-worth clients, assisting with account management and ensuring a high level of service. The ideal candidate has 1-3 years of experience in client service within the financial industry. Strong organizational and communication skills, along with proficiency in Microsoft Office, are essential.

This position offers the opportunity to grow in a dynamic environment while supporting a dedicated advisory team.
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Position Requirements
10+ Years work experience
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