Senior Manager Financial Advisory Firm
4 weeks ago
Are you a seasoned professional with a passion for financial advisory services? Do you have a proven track record of success in managing high-performing teams and driving sales growth? If so, we want to hear from you
About the RoleWe are seeking an experienced Sr. Manager to join our team of elite financial advisors. As a key member of our organization, you will be responsible for leading a team of agents and managers, driving regional sales and marketing efforts, and managing office operations. If you have a strong entrepreneurial spirit, excellent communication skills, and a proven ability to drive results, we encourage you to apply.
Responsibilities- Recruit, train, and develop a high-performing team of agents and managers
- Develop and execute regional sales and marketing strategies to drive business growth
- Manage office operations, including administrative support staff
- Deliver strong sales results and exceed performance targets
As a member of our team, you will enjoy a competitive compensation package, including production overrides and renewals, as well as a comprehensive benefits package. You will also have access to cutting-edge training and development opportunities, as well as a supportive and collaborative work environment.
Requirements- 10+ years of experience in insurance products, including life insurance and financial planning
- 4+ years of experience in insurance management, including recruiting, training, and motivating high-performing sales teams
- Active life and health license for the state
- Series 7 and 24 licenses preferred or within six months
- Bachelor's degree preferred
- Good credit history
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and results-driven professional looking to take your career to the next level, we encourage you to apply today
-
Senior Manager Financial Advisory Firm
2 weeks ago
San Antonio, Texas, United States Lifetime Recruiting Strategies Full timeUnlock Your Potential as a Sr. Manager Financial Advisory FirmAre you a seasoned professional with a passion for financial advisory services? Do you have a proven track record of success in managing high-performing teams and driving sales growth? If so, we want to hear from you!About the RoleWe are seeking an experienced Sr. Manager to join our team at...
-
Senior Financial Planning Specialist
4 days ago
San Antonio, Texas, United States Judson Group Full timeJob DescriptionJudson Group is seeking a highly skilled Senior Wealth Advisor to join our team. As a key member of our financial planning team, you will be responsible for providing fiduciary expertise to clients through a passion for service and comprehensive wealth solutions.Key Responsibilities:Provide comprehensive financial planning and investment...
-
Senior Financial Professional
4 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionAbout the Opportunity:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our dynamic team. As a Senior Accountant, you will play a critical role in driving financial success and contributing to the growth of our organization.Key Responsibilities:PPE Ledger Maintenance: Oversee the maintenance of...
-
Senior Financial Professional
1 month ago
San Antonio, Texas, United States Creative Financial Staffing Full timeSenior Accountant Job DescriptionAbout the Opportunity:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will play a critical role in the financial functions of our organization, working closely with senior leadership to drive business growth and success.Key Responsibilities:PPE Ledger...
-
Financial Operations Manager
2 months ago
San Antonio, Texas, United States Creative Financial Staffing Full timeJob Description**About the Role**Creative Financial Staffing is seeking a highly skilled and experienced Financial Operations Manager to join our team. As a key member of our finance department, you will be responsible for managing and directing the accounting and/or finance function, ensuring the accuracy and productivity of day-to-day activities, and...
-
Tax Senior Manager
3 weeks ago
San Antonio, Texas, United States Forvis Mazars, LLP Full timeJob Title: Tax Senior ManagerWe are seeking a highly skilled Tax Senior Manager to join our team at Forvis Mazars, LLP. As a Tax Senior Manager, you will be responsible for providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations.Key Responsibilities:Providing tax compliance and advisory services...
-
Federal Contracting Advisory Manager
1 month ago
San Antonio, Texas, United States BDO Full timeJob Summary:The Government Contracting Advisory Manager at BDO leads client projects to assist federal contractors with compliance, financial analysis, regulatory research, and interpretation, audit support, and other related activities. This position is responsible for acting as the client contact for basic questions and information and may be involved in...
-
Director of Wealth Advisory Leadership
4 weeks ago
San Antonio, Texas, United States Broadway Bank Full timeJob Title: Director of Wealth AdvisoryAt Broadway Bank, we are seeking a highly skilled and experienced Director of Wealth Advisory to lead our Wealth Advisory teams in San Antonio and potentially new markets. As a key member of our leadership team, you will be responsible for the strategic leadership, development, and performance of our Wealth Advisory...
-
Senior Wealth Advisor
1 month ago
San Antonio, Texas, United States Judson Group Full timeSenior Wealth Advisor OpportunityJudson Group is partnering with a leading fee-only financial planning firm in San Antonio to find a highly skilled Senior Wealth Advisor – CFP. This individual will provide expert guidance to clients through a passion for service and comprehensive wealth solutions.Key Responsibilities:Build and maintain strong relationships...
-
Senior Financial Analyst
2 months ago
San Antonio, Texas, United States Creative Financial Staffing Full timeFinancial AnalystAbout Creative Financial StaffingExciting opportunity to work autonomously while receiving guidance from leadership.Rapidly expanding organization that has significantly increased its size in recent years.Established firm committed to fostering employee development through internal advancement opportunities.Join a company dedicated to...
-
Director of Wealth Advisory Leadership
4 days ago
San Antonio, Texas, United States Broadway Bank Full timeJob DescriptionJob Title: Director of Wealth AdvisoryJob Summary:The Director of Wealth Advisory is a senior leadership position responsible for the strategic leadership, development, and performance of the Wealth Advisory teams in San Antonio and potentially new markets. This role ensures that the teams operate efficiently, maximize profitability, and...
-
Financial Operations Manager
3 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeAbout the RoleCreative Financial Staffing is seeking a highly skilled and experienced Accounting Manager to join our team. As a key member of our financial operations team, you will be responsible for managing accounting operations for multiple entities, overseeing the accounting close process, and preparing monthly financial...
-
Financial Professional
2 weeks ago
San Antonio, Texas, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya 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,...
-
Financial Professional
3 weeks ago
San Antonio, Texas, United States Voya Financial Advisors Inc Full timeFinancial Professional Opportunity at Voya Financial Advisors IncVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the San Antonio area to work with plan sponsor relationships in the education market.Key...
-
Senior Financial Manager
2 weeks ago
San Antonio, Texas, United States Tri-Starr Talent Full timeJob Title: Senior AccountantWe are seeking a highly skilled Senior Accountant to join our team at Tri-Starr Talent. The ideal candidate will possess a deep understanding of accounting theories, principles, and practices.Key Responsibilities:Prepare and review financial statements, including profit and loss, balance sheets, subsidiary statements, and daily...
-
Financial Operations Manager
4 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeAccounting Manager OpportunityCreative Financial Staffing is seeking an experienced Accounting Manager to support the growth of our portfolio company. As a key member of the finance team, you will be responsible for managing accounting operations, overseeing the accounting close process, and preparing monthly financial statements.Key Responsibilities:Manage...
-
Senior Financial Accountant
7 days ago
San Antonio, Texas, United States Lynd Management Group, LLC Full timeJob SummaryThis position requires a strong background in property management or similar multi-entity full cycle accounting. The Senior Financial Accountant is responsible for accurate and timely production of monthly financial statements for an assigned portfolio, as well as supporting the review and oversight of financial statements generated by other...
-
Financial Professional
1 week ago
San Antonio, Texas, United States Voya Financial Advisors Inc Full timeFinancial Professional OpportunityVoya 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,...
-
Senior Financial Leader
2 weeks ago
San Antonio, Texas, United States Career Movement Full timeSenior Accountant OpportunityCareer Movement, a prominent leader in the media industry, is seeking a skilled Senior Accountant to join their team in San Antonio, TX. This full-time direct hire role offers a chance to grow in technical accounting and reporting.Key Responsibilities:Oversee fiscal period closings, including ledger entries, financial...
-
Senior Financial Services Manager
5 days ago
San Antonio, Texas, United States Lifetime Recruiting Strategies Full timeSenior Financial Services ManagerAre you a seasoned professional with a passion for financial services? Do you have a proven track record of success in managing teams and driving sales growth? We are seeking a highly skilled Senior Financial Services Manager to join our team at Lifetime Recruiting Strategies.Key Responsibilities:Recruit, train, and manage a...