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Wealth Advisor Bank Clients & Planning

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: Cetera Financial Group
Full Time position
Listed on 2026-10-11
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 44000 - 150000 USD Yearly USD 44000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor for Bank Clients & Planning

Regions Bank in Texas seeks a Financial Advisor to build a portfolio of bank customers, delivering tailored investment guidance and financial planning services. You will identify opportunities, grow a client network, and perform portfolio reviews while ensuring compliance with regulations.

Ideal candidates have strong relationship skills and relevant licenses, with a path to incentive-based earnings. Regional onboarding supports growth in a collaborative banking environment.

This role, Wealth Advisor for Bank Clients & Planning at Cetera Financial Group, could be your next opportunity.

We invite applications for the Wealth Advisor for Bank Clients & Planning position located in San Antonio, TX, United States.

The following opening is for a Wealth Advisor for Bank Clients & Planning with Cetera Financial Group.

Our organisation is growing, and we are hiring a Wealth Advisor for Bank Clients & Planning in San Antonio, TX, United States.

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