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Financial Consultant Financial Advisor

Wealth Planning Quality Assurance Specialist

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: Frost Bank
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prominent financial services institution in San Antonio, TX is seeking a Financial Planning Specialist to assist in preparing financial plans for clients. The ideal candidate will have a Bachelor’s degree and experience with financial planning software. Responsibilities include reviewing Wealth Advisor’s financial plans, staying current on tax law, and ensuring quality control with integrity and excellence.

This role offers competitive pay and a comprehensive benefits package including health insurance, retirement matching, and tuition reimbursement.
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