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Financial Consultant Financial Advisor Financial Services

Investment Services Associate — Client & Trade Support

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: SWBC
Full Time position
Listed on 2026-05-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
SWBC is looking for a talented professional to assist Financial Advisors in servicing clients and placing trades in San Antonio, Texas. The role demands a minimum of two years of experience in investment or financial service sectors along with Series 7 and Series 63 licenses. Candidates will be providing customer service, making trade recommendations, and preparing client presentations. Competitive compensation, work-life balance, and career growth opportunities are offered.
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Position Requirements
10+ Years work experience
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