Wealth Advisor
- Location
- San Antonio, TX · On-site
- Job type
- Full-time
- Level
- Senior
- Experience
- 3+ years
- Education
- Bachelor's degree
- Listed
- Yesterday
Skills & highlights for this role
- Financial planning
- Investment product suitability analysis
- Securities knowledge
- Insurance solutions
- Client relationship management
- Business development and referral generation
- Excellent organizational skills
- Excellent communication skills
Also useful
- Book of business management
- Centers of influence network development
- Local market knowledge
- Relationship management
- Cross-disciplinary collaboration with specialists
Essential duties include the following
- Develops customer financial profiles to determine suitability of investment products based on financial position, resources, assets available to invest, and financial goals.
- Analyzes and determines appropriate financial products for clients, applying knowledge of securities, investment plans, insurance solutions, market conditions, regulations, and financial situation of clients.
- Provides consultation and recommendations to new and existing on the purchase or sale of securities, financial services, insurance and investment plans, based on specific customer profiles.
- Develops special promotions in line with SWBC sales and marketing goals.
- Responsible for growing the book of business by identifying value-added products and services for clients, identifying client assets held outside of SWBC and developing additional business through referrals and centers of influence.
- Maintains current files on all new and existing customers who purchase investments.
- Develops flow of referrals from clients and centers of influence and follows through on leads.
- Submits all sales documents to back office for submission to carriers.
Serious candidates will possess the minimum qualifications
- Bachelor's Degree in Business, Finance, Marketing, or related field.
- Securities licenses 7, 63, and Group I Life and Health Insurance Licenses.
- Minimum three to five (3-5) years as a financial advisor or similar experience.
- Excellent organizational and communication skills.
- Current driver's license and excellent driving record.
- Able to travel locally.
Preferred qualifications
- Existing book of business cultivated through personal development efforts.
- Well-developed or developing centers of influence network.
- Extensive knowledge of the local market.
- Certified Financial Planner, Chartered Financial Consultant, or similar certifications.
- Relationship management experience.
- Experience partnering with specialists from different disciplines to meet the complex financial needs of clients.
Swbc offers*
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
*Based upon employee eligibility
Additional Information
- SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
- Please note, SWBC does not hire tobacco users as allowed by law.
About Swbc
SWBC is seeking a talented Wealth Advisor to work with individuals and businesses to develop an overall comprehensive plan. Once goals have been identified and a plan is developed, the Wealth Advisor will lead the effort to coordinate with a client's other advisors to implement the plans and provide investment and insurance solutions that can help make goals a reality. Wealth Advisors have the responsibility of creating networks and establishing relationships with centers of influence within the high net worth and closely-held business space in order to establish a consistent flow of introductions and referrals.
Why you'll love this role
In this role, y ou will have the opportunity to leverage best in class products and thrive within a growing division that works tirelessly to eliminate hurdles and foster growth.
From Swbc's careers page, first listed on Rolev.ai on November 10, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Wealth Advisor role at Swbc, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
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Common questions
Where is the Wealth Advisor job at Swbc located?
This Wealth Advisor position at Swbc is located in San Antonio, TX (On-site). Always check Swbc's application page for specific state eligibility or relocation policies.
What qualifications are required for Wealth Advisor at Swbc?
For the Wealth Advisor role, Swbc highlights 3+ years of relevant experience; a bachelor's degree; experience with Financial planning, Investment product suitability analysis, Securities knowledge, Insurance solutions, Client relationship management, Business development and referral generation. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Wealth Advisor position at Swbc?
This listing links directly to Swbc's Workday application page. You can apply directly on Swbc's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.