Associate Financial Advisor
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-03-12
Listing for:
Security Service Federal Credit Union
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
What You Will Do
The Associate Advisor supports the creation, execution and monitoring of clients financial strategy through direct client interaction, paperwork processing and behind the scenes coordination with other team members to deliver a premium client service. This position requires knowledge of the core tenets of financial planning, experience in a planning support role and the ability to interact with clients at a high-level.
The Associate Advisor demonstrates grace under pressure, a positive attitude and the ability to handle a heavy workload.
- achers degree required.
- Minimum of three (3) years experience in the financial services industry.
- Experience working alongside experienced advisors, helping them service their clients and/or building a book of your own clients.
- Fully licensed (Series 7, 66, and Life/Health license)
Position Requirements
10+ Years
work experience
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