32 client advisor jobs at 20 companies in Cibolo, TX
Client Care Advisor
San Antonio or Bexar County
$72k-$80k/yr FieldFull Time
1+ YOERequires 1+ year in a consultative client-facing role, measurable client outcomes, relationship management, structured conversations, cross-functional collaboration, accurate documentation, reliable transportation, and 75% field work.
Microsoft Office, Salesforce, CRM
Commercial Lines Client Advisor
Bulverde or San Antonio +1 more
$70k-$150k/yr HybridFull Time
2+ YOEMinimum 2 years client-facing or business development experience required, insurance industry preferred; Property & Casualty license required; CRM and AI application experience required.
CRM, AI applications
Private Client Advisor
Houston or Dallas or Austin or Fort Worth or Richardson or Plano or San Antonio
OnsiteFull Time
7+ YOEBachelor's degree in finance, economics, accounting, or related field; 7+ years of financial services experience, including 5 years in private banking; experience serving affluent clients and complex investment solutions.
Private Client Advisor II
San Antonio, Texas, United States
OnsiteFull Time
12+ YOERequires 12+ years of private banking or complex financial services experience, Series 7, 63 and 65 or Series 7 and 66, business development ability, sales aptitude, negotiation, and client relationship skills.
Senior Client Advisor, Houston Galleria
Houston or San Marcos
$23-$24/hr OnsiteFull Time
Previous retail sales experience preferred, luxury retail a plus; strong interpersonal and communication skills; computer knowledge for inventory tracking; proficient English; ability to work flexible hours including mornings, evenings, and weekends.
CRM
J.P. Morgan Wealth Management - Private Client Advisor - New Braunfels, TX (Creekside)
New Braunfels, Texas, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience; active Series 7 and Series 66 (or obtain within 60 days); Life, Health and Long Term Care insurance license (or obtain within 60 days); demonstrated client acquisition and relationship management.
Client Advisor (Full-time), A|X Armani Exchange
San Antonio, Texas, United States
$15/hr OnsiteFull Time
High school diploma/GED preferred; retail experience preferred; excellent communication; proficiency with CRM and WeChat preferred; flexible schedule including holidays, nights, and weekends.
CRM, WeChat
Client Advisor with Athletic Background
San Antonio, Texas, United States
$70k-$95k/yr OnsiteFull Time
Bachelor's degree in finance, business, or related field preferred; excellent interpersonal and communication skills; strong analytical skills; ability to build client relationships; state insurance licenses required with training provided.
Client Associate (Investment Services)
San Antonio, Texas, United States
OnsiteFull Time
2+ YOEProvide administrative and client support to Financial Advisors, schedule appointments, assist with trades and account changes, organize marketing/events, produce reports; requires 2 years relevant experience, Associate's or equivalent, Texas driver's license, Series licenses preferred.
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint
Tax Advisor
San Marcos, Texas, United States
OnsiteFull Time, Seasonal
2+ YOERequires 2+ years in tax preparation, accounting, finance, or bookkeeping; high school diploma/GED; tax assessment completion; IRS and state compliance; and strong client communication skills.
Microsoft Copilot, ChatGPT, GoSystem, UltraTax
Selling Advisor - Jewelry
San Antonio, Texas, United States
$10-$25/hr OnsiteFull Time
Accomplished sales track record, client-focused, passion for fashion, goal-driven, and ability to improve processes.
Block Advisors Tax Advisor
San Antonio, Texas, United States
OnsiteFull Time
5+ YOE5+ years in tax preparation, accounting, finance, or bookkeeping; complex individual and business return experience; client advisory experience; high school diploma/GED; IRS and state requirements.
GoSystem, Ultratax, Microsoft Copilot, ChatGPT
Seasonal Beauty Advisor - Sephora
Live Oak, Texas, United States +3 more
$13/hr OnsitePart Time, Seasonal
Authentic passion for beauty, client-facing retail or service industry experience, excellent written and verbal communication, flexible availability for days, nights, weekends, and holidays.
Beauty Advisor - Part Time
Laredo or San Antonio
$17-$19/hr OnsitePart Time
Retail, hospitality, or client-focused service experience preferred; requires strong communication, product-learning ability, teamwork, beauty interest, and ability to lift up to 50 pounds.
Senior Advisor, Trust & Wealth Management - Boerne, TX
Boerne, Texas, United States
OnsiteFull Time
10+ YOEBachelor’s degree required, 10+ years in client-facing asset or wealth management, Series 65 required within 60 days, Microsoft Suite proficiency, and knowledge of investments, trusts, portfolios, and financial planning.
Microsoft Suite
Licensed Beauty Advisor - Part Time
San Antonio, Texas, United States
$20-$23/hr OnsitePart Time
1+ YOEActive state license for waxing, makeup, and false application services; 1–3 years in a similar, retail, hospitality, or service role; strong beauty product knowledge and client-service skills.
Wealth Management Advisor - San Antonio, TX
San Antonio, Texas, United States
$100k-$110k/yr OnsiteFull Time
5+ YOE5+ years managing client relationships or book of business; university degree preferred; obtain required licenses within 120 days; FINRA Series 7/63/65/66 and life & health license required; CFP or CFA preferred.
Financial Solutions Advisor - Registration Candidate - San Antonio Area
San Antonio or San Juan or Schertz
OnsiteFull Time
1+ YOEHigh school diploma/GED; aptitude to obtain SIE, Series 7, and Series 66 licenses within required timeframe; experience in client relationships and sales; SAFE Act registration; strong communication and multitasking skills.
Trust Real Estate Advisor III - Oil & Gas
Dallas or Fort Worth or Houston or San Antonio
OnsiteFull Time
5+ YOEBachelor's degree and 5+ years of relevant experience managing oil, gas, mineral, and trust real estate assets. Requires fiduciary, lease, title, financial analysis, risk management, and client communication expertise.
Microsoft Office, Enverus, DrillingInfo, MineralSoft
Director, Financial Planning (San Antonio, TX)
San Antonio, Texas, United States
$125k-$350k/yr OnsiteFull Time
Direct client-facing experience in fee-based wealth management; active Series 65; active Health and Life Insurance license or obtain within 3 months; clean U-4; CFP desired.
Explore Jobs