Financial Services Advisor
4 days ago
We are seeking a highly skilled Financial Planner to join our team at TalentLink Solutions. As a key member of our financial planning department, you will be responsible for developing comprehensive financial plans that meet the unique needs of our clients.
About Us
TalentLink Solutions is a fee-only wealth management firm dedicated to providing exceptional financial advisory and investment services. Our goal is to deliver unparalleled value to our clients through our deep planning approach and highly engaged investment strategy.
About the Role
This full-time position offers a competitive salary ranging from $90,000 to $110,000, plus quantifiable bonus, as well as a comprehensive benefits package including retirement plan, health insurance, and paid time off. The ideal candidate will have a strong background in relationship management and financial planning, with excellent communication and analytical skills.
Key Responsibilities
- Develop comprehensive financial plans that align with client goals and objectives.
- Collaborate with investment management, client service, and tax teams to ensure cohesive recommendations.
- Engage directly with clients to understand their financial concerns and objectives.
- Analyze client data and develop strategic solutions.
Requirements
To be successful in this role, you must have a bachelor's degree, preferably in finance or a related field, and hold a CFP designation. Minimum 5 years of client-facing financial planning or wealth management experience is required. Strong computer aptitude and proficiency in MS Office applications are essential.
Benefits
TalentLink Solutions offers a generous compensation package, including base salary, bonus, and comprehensive benefits.
-
Senior Financial Solutions Advisor
3 weeks ago
San Antonio, Texas, United States USAA Full timeAt USAA, we are committed to facilitating the financial security of millions of U.S. military members and their families. Our mission is to give back to those who have served.About the RoleThe Senior Financial Solutions Advisor will play a crucial role in ensuring the financial security of our membership by assessing member life insurance needs, providing...
-
Financial Insurance Advisor
4 days ago
San Antonio, Texas, United States New York Life Insurance Company Full timeAbout the RoleWe are seeking a motivated and driven Financial Insurance Advisor to join our team at New York Life Insurance Company. This role offers a unique opportunity for career growth and professional development in the financial services industry.Job Summary:The Financial Insurance Advisor will be responsible for providing exceptional service to...
-
Financial Services Representative
2 weeks ago
San Antonio, Texas, United States Capital Group Full timeAbout the RoleCapital Group is seeking a highly motivated and experienced Internal Wealth Specialist to join our team. As an Internal Wealth Specialist, you will play a critical role in creating investment plans for our clients, collaborating with external wholesalers and financial advisors to identify new opportunities for our investment suite of products,...
-
Professional Financial Services Specialist
4 days ago
San Antonio, Texas, United States Meron Financial Agency Full timeSucceed as a Financial Services ProfessionalMeron Financial Agency is a leading firm in the financial industry, offering a unique opportunity for individuals to succeed as Financial Services Professionals. Our company overview highlights our commitment to empowering individuals and businesses to achieve their financial goals.In this role, you will be...
-
Service Advisor Lead
3 weeks ago
San Antonio, Texas, United States Truck and Trailer Storage Full timeJob Title: Service Advisor LeadAbout Us: At Diesel and Gas Garage, LLC, we pride ourselves on being a medium duty and heavy-duty maintenance and repair center. Our commitment is quality over quantity, ensuring our customers receive honest and reliable service.About the Role: We are seeking an experienced Service Advisor Lead to join our team. As a Service...
-
Financial Services Representative
4 weeks ago
San Antonio, Texas, United States Plan Right Financial LLC Full timeUnlock Your Potential as a Financial Services RepresentativeWe are seeking highly motivated and ambitious individuals to join our team as Financial Services Representatives. This exciting opportunity offers unlimited earnings potential, making it an ideal choice for those looking to advance their careers.About the Role:As a Financial Services Representative,...
-
Senior Investment Consultant
3 weeks ago
San Antonio, Texas, United States PNC Financial Services Group Full timeCompany OverviewPNC Financial Services Group is a leading financial institution dedicated to delivering exceptional customer experiences. We foster an inclusive and accessible workplace, providing reasonable accommodations to qualified individuals with disabilities.SalaryThe estimated salary for this position ranges from $80,000 to $150,000 per year, based...
-
Financial Solutions Representative
2 weeks ago
San Antonio, Texas, United States Purpose Financial Full timeAbout Purpose FinancialPurpose Financial is a nationally recognized, fully licensed financial services company with over 800 locations and online lending services. We have been helping millions of hardworking people with various personalized financial solutions since 1997.Estimated Salary Range: $45,000 - $60,000 per yearJob Description:The Consumer Lending...
-
Financial Services Professional
3 days ago
San Antonio, Texas, United States Exacta Bookkeeping & Tax Services Full timeAbout the RoleWe are seeking a highly skilled and motivated Staff Accountant to join our team. As a key member of our accounting department, you will be responsible for managing bookkeeping for multiple clients, preparing financial statements, and providing exceptional customer service.The ideal candidate will have at least 10 years of experience in...
-
Financial Services Operations Specialist
3 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeWe are seeking a skilled Cash Applications Specialist to join our team at Creative Financial Staffing in San Antonio, Texas. This role is perfect for individuals who enjoy working with numbers and have excellent analytical skills.The estimated salary for this position is $55,000 - $65,000 per year, depending on experience.As a Cash Applications Specialist,...
-
Financial Protection Specialist
3 weeks ago
San Antonio, Texas, United States Spieldenner Financial Group Full timeWe are looking for a Financial Protection Specialist to join our team at Spieldenner Financial Group. In this role, you will work with mid-market families to identify and meet their financial needs.As a Financial Protection Specialist, you will be responsible for:Identifying the insurance needs of our clients and providing personalized solutionsBuilding...
-
Customer Service Advisor
4 days ago
San Antonio, Texas, United States A-Line Staffing Solutions Full timeAt A-Line Staffing Solutions, we're looking for a talented Customer Service Advisor to join our team in San Antonio, TX. As a Support Specialist, you'll work closely with a Fortune 500 company and have the opportunity to grow your career.About UsWe are a leading staffing agency dedicated to providing exceptional service to our clients and candidates. Our...
-
Senior Federal Contracting Advisor
3 weeks ago
San Antonio, Texas, United States BDO Full timeJob OverviewThe Senior Federal Contracting Advisor plays a pivotal role in leading client projects and guiding federal contractors through compliance, financial analysis, regulatory research, and audit support. This position requires exceptional communication skills to act as the primary point of contact for clients and involves various activities such as...
-
Financial Leadership Professional
3 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeAudit Manager Opportunity in Public AccountingSalary: $110,000 - $130,000 per yearCreative Financial Staffing is proud to present a distinguished Audit Manager position within our esteemed network of public accounting firms. This sought-after role offers an exceptional chance for experienced professionals to leverage their skills and leadership abilities in...
-
Veteran Benefits Advisor
3 weeks ago
San Antonio, Texas, United States AO ROYALTIES Full timeAt AO ROYALTIES, we're dedicated to empowering fellow veterans through meaningful careers.We're seeking a Veteran Benefits Advisor to join our team, providing expert guidance and support to veterans navigating their VA benefits and supplemental plans.About Our Mission: As a veteran-centric organization, we're committed to ensuring that those who have served...
-
Financial Services Advocate
4 days ago
San Antonio, Texas, United States Credit Human Full timeCredit Human is a leading provider of financial services seeking a Financial Services Advocate to join our Member Service Center team. As a key member of our team, you will be responsible for delivering exceptional customer service and promoting our products and services to our members.**Job Overview:**This is a dynamic and challenging role that requires...
-
Senior Financial Manager
3 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeAbout UsCreative Financial Staffing is a leading provider of financial expertise to top organizations. We're committed to helping our clients achieve their goals through innovative solutions and exceptional service.
-
San Antonio, Texas, United States Creative Financial Staffing Full timeAbout the OpportunityCreative Financial Staffing is thrilled to partner with a family-oriented organization based in San Antonio, Texas. This company values its employees and promotes a culture of collaboration and mutual respect.Overview of the RoleWe are seeking an experienced Financial Transactions Specialist with tax preparation expertise and excellent...
-
Financial Accounting Specialist
3 weeks ago
San Antonio, Texas, United States Edge Services Full timeJob DescriptionWe are seeking a skilled Financial Accounting Support professional to join our team at Edge Services. Based in San Antonio, Texas, this role offers a unique opportunity to apply your expertise in financial accounting and support the growth of our organization.Key Responsibilities:Identify and implement CASB principles to enhance existing...
-
Chief Financial Operations Specialist TX
2 weeks ago
San Antonio, Texas, United States Creative Financial Staffing Full timeJob DescriptionWe are seeking an experienced Federal Accountant to join our dynamic team in San Antonio, Texas. This is a unique opportunity for a detail-oriented and analytical professional with a passion for numbers.The successful candidate will play a critical role in our financial operations, contributing to our company's overall growth and...