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Client Associate: Financial Advisory Support & Growth
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-07-29
Listing for:
SWBC
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
SWBC in San Antonio, TX is seeking a proactive assistant to a Financial Advisor to build the business, service clients, and drive opportunities. You’ll schedule appointments, support trades, and coordinate events while traveling to branches as needed.
You’ll have strong communication, problem solving, and confidentiality, with proficiency in Word/Excel/PowerPoint and familiarity with financial tools. A two-year related background is preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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