Financial Professional

4 weeks ago


San Antonio, Texas, United States Voya Financial Advisors Inc Full time
Financial Professional Opportunity

Voya Financial Advisors, Inc. is seeking a skilled Financial Professional to join our team in the San Antonio area. As a Financial Professional, you will work with plan sponsor relationships in the education market, focusing on 403(b)/457 enrollment, retirement, and investment strategies.

Key Responsibilities:

  • Prospect, schedule, and conduct one-on-one appointments with clients
  • Recommend and implement investment strategies
  • Research client service issues and investment questions
  • Conduct retirement and investment seminars

Requirements:

  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a)
  • Securities registrations - Series 7, 65 & 66
  • Life & Health Insurance Licenses

Voya Financial Advisors provides the tools and resources necessary for success, including:

  • Full access to the Voya brand
  • Access to existing client base
  • Wide array of financial products
  • Technology and systems for efficient client management
  • Turnkey marketing services
  • Competitive base salary + commissions

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).


  • Financial Consultant

    1 month ago


    San Antonio, Texas, United States Meron Financial Agency Full time

    Unlock Your Potential with Meron Financial AgencyAre you a driven individual looking to make a meaningful impact on people's lives as a financial consultant? At Meron Financial Agency, we offer a unique opportunity to thrive in a client-centric environment with cutting-edge technology and a supportive team.We're seeking passionate professionals who want to...


  • San Antonio, Texas, United States New York Life Insurance Company Full time

    Unlock Your Potential with New York LifeAs a Financial Professional with New York Life, you'll have the opportunity to grow your practice with the backing of a Fortune 100 company. Our company is a leader in the financial services industry, with a strong foundation for your success.Wide Range of ProductsWith New York Life, you can offer diverse products and...


  • San Antonio, Texas, United States Creative Financial Staffing Full time

    About the Corporate Controller RoleCreative Financial Staffing is partnering with a top-tier company to find a skilled Corporate Controller. As a vital member of the management team, you'll be responsible for overseeing the accounting department's day-to-day operations, providing guidance, mentorship, and review.Key ResponsibilitiesComprehensive oversight of...


  • San Antonio, Texas, United States Creative Financial Staffing Full time

    Billing Analyst OpportunityCreative Financial Staffing has partnered with a global company to offer a remote Billing Analyst position. This hybrid role provides the flexibility to work from San Antonio and contribute to efficient financial management and accountability.About the OpportunityThis position is ideal for professionals seeking work-life balance...


  • San Antonio, Texas, United States PR Financial Full time

    Life Insurance Broker RoleWe are seeking an experienced insurance professional to join PR Financial as an Advanced Life Insurance Broker. This role offers the opportunity to provide valuable advice and solutions to clients regarding their life insurance needs, helping to protect their loved ones and secure their financial future.Key ResponsibilitiesAssess...


  • San Antonio, Texas, United States Global Financial Impact - Brian Garcia Full time

    Remote Financial Professional OpportunityWe are seeking highly motivated and competent individuals to join our team as Remote Financial Professionals. As a key member of our organization, you will be responsible for developing financial need analysis for clients and placing them in a position of advantage through various financial services.Key...


  • San Antonio, Texas, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a skilled Financial Services Representative to join our team. As a key member of our organization, you will play a vital role in helping clients and businesses achieve their financial goals.Key Responsibilities:Provide financial advice and solutions to clients and businessesAct as a liaison between clients and...


  • San Antonio, Texas, United States Ivan Cosme - State Farm Agent Full time

    Job DescriptionJob DescriptionROLE RESPONSIBILITIES:As a Financial Services Representative with Ivan Cosme - State Farm Agent, you will successfully market financial products that manage everyday risks. Your knowledge of financial products will reinforce your sales approach to educating customers on their financial options. Your analytical skills will make...


  • San Antonio, Texas, United States WallStJobs Full time

    Job OverviewMajor Investment Advisory Firm WallStJobs is dedicated to helping clients achieve financial success through expert guidance, personalized investment strategies, and exceptional service.Salary:$70,000 - $90,000 per year, plus performance-based bonuses.Key Responsibilities:Develop and maintain strong relationships with clients, understanding their...


  • San Antonio, Texas, United States Karlo Financial Full time

    Job OverviewKarlo Financial is seeking a skilled Life Insurance Sales Representative to join our team. As a remote sales professional, you will be responsible for connecting with potential clients, understanding their unique needs, and guiding them through the process of choosing the right life insurance coverage.Key Responsibilities:Connect with potential...


  • San Antonio, Texas, United States The WRS Group - Symmetry Financial Full time

    We are seeking a highly motivated and self-driven Insurance Sales Professional to join our team at The WRS Group - Symmetry Financial. As a Sales Representative, you will be responsible for building relationships with clients, identifying their insurance needs, and providing personalized solutions to meet those needs.Key Responsibilities:Develop and maintain...


  • San Antonio, Texas, United States Lumina Financial Solutions Full time

    Job DescriptionAre you looking for a rewarding career in insurance with high earning potential and growth opportunities? Lumina Financial Solutions specializes in protecting families with various insurance products, including life, whole life, mortgage protection, annuities, index universal life, and more.We offer a 100% commission-based structure, with up...

  • Financial Advisor

    4 weeks ago


    San Antonio, Texas, United States Universal Health Services Full time

    Job Title: Financial CounselorAbout the Role:We are seeking a skilled Financial Counselor to join our team at Laurel Ridge Treatment Center. As a Financial Counselor, you will play a vital role in providing financial guidance and support to our patients and their families.Key Responsibilities:Assess patient financial needs and develop personalized financial...


  • San Antonio, Texas, United States Charles Schwab Full time

    About the RoleThe Schwab Financial Solutions Branch is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will be responsible for serving Mass Affluent investors and providing investment solutions and tools for today's markets.Key ResponsibilitiesDrive engagement and cultivate relationships with clients to deepen their...

  • Financial Advisor

    4 weeks ago


    San Antonio, Texas, United States Universal Health Services Full time

    At Universal Health Services, we are seeking a skilled Financial Counselor to join our team at Laurel Ridge Treatment Center. Our comprehensive Behavioral Healthcare Facility provides a nurturing, campus-style environment where our patients receive top-notch care. As a Financial Counselor, you will play a vital role in ensuring our patients receive the...

  • Financial Specialist

    4 weeks ago


    San Antonio, Texas, United States ATG Entertainment Full time

    Job SummaryWe are seeking a highly skilled Financial Specialist to join our team at ATG Entertainment. As a key member of our finance department, you will be responsible for managing all aspects of accounts payable, ensuring timely and accurate payments to vendors and suppliers.Key Responsibilities:Review and process invoices for paymentManage vendor...

  • Financial Analyst

    4 weeks ago


    San Antonio, Texas, United States Addison Group Full time

    Job DescriptionJob Title: Entry-Level AccountantLocation: On-sitePay Rate: Up to $60,000 per yearInternal Job ID: Addison Group is seeking a highly skilled Entry-Level Accountant for a contract-to-hire role. This position requires at least one year of experience working in the accounting field and pays up to $60,000 per year contingent upon applicable...

  • Financial Counselor

    4 weeks ago


    San Antonio, Texas, United States Methodist Hospital Metropolitan Full time

    About the RoleWe are seeking a skilled Financial Counselor to join our team at Methodist Hospital Metropolitan. As a Financial Counselor, you will play a critical role in reviewing the Financial Clearance Worklist daily, visiting in-house patients, and collecting estimated patient liability amounts.Key ResponsibilitiesFollow AIDET guidelines in all...


  • San Antonio, Texas, United States HEP Services LLC Full time

    Job OverviewHoward Energy Partners is seeking a highly skilled Financial Planning and Analysis Manager to join our team. As a key member of our finance department, you will be responsible for providing strategic financial guidance and support to our leadership team.Key ResponsibilitiesDevelop and implement financial planning and analysis processes to drive...


  • San Marcos, Texas, United States Northwestern Mutual Full time

    Financial Planning ExpertiseAt Northwestern Mutual, we're seeking a skilled Financial Advisor to help clients achieve their financial goals. As a business owner, you'll spend your days building relationships, acquiring clientele, and finding financial solutions through our industry-leading training, mentors, and products.Our award-winning training program...