Swbc
Licensed Client Associate
San Antonio, TX
Sponsorship not specified$10k-$20kDetected 2 hours ago
ExcelCustomer SupportLeadershipCommunicationProblem SolvingMicrosoft Office
About the role
- SWBC is seeking a talented individual who assists Financial Advisors and/or Consultants with servicing clients, enhancing production, and placing trades.
- Why you'll love this role: You will have the opportunity to work with leading financial advisors and institutions.
- Your achievements in this role will directly impact the success of the division.
Requirements
- Associate's Degree in Business, Finance, Marketing, or related field or equivalent experience required.
- Series 7 and Series 63 license, Group I license, current Texas driver's license, and excellent driving record required.
- Working knowledge of investments, insurance, financial products, financial planning, and use of financial planning tools.
- and ability to work with a variety of finance/investment systems.
Nice to have
- Bachelor's Degree in Business, Finance, Marketing, or related field from an accredited four-year college or university preferred.
Compensation
- Competitive overall compensation package
This listing is sourced directly from Swbc's careers page and normalized into a canonical job model.