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Wealth Planning Client Services Associate

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: SeeKing HR
Full Time position
Listed on 2026-03-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company based in San Antonio, Texas is seeking a proficient financial planning professional to manage clients’ living financial plans, blending client service with paraplanning responsibilities. The ideal candidate will have a Bachelor’s degree in Finance and strong analytical skills to evaluate financial documents. Responsibilities include preparing meeting materials, collaborating with advisors, and maintaining client relationships. Offering a salary of $65,000 - $80,000 with comprehensive benefits.
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Position Requirements
10+ Years work experience
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