Investment Advisor (Austin 1461)
San Antonio StaffingSan Antonio, TX, US2 days ago
Job type
- Full-time
Job descriptionWork Experience : Minimum of 36 months of experience as an Investment Advisor, with demonstrated results in business development and investment management specifically private equity and alternative investments. Demonstrated sophisticated and in-depth knowledge of wealth management and financial planning working with high-net-worth individuals and families. Excellent written and verbal communication skills required. Supervisory Experience : Proven experience in collaborative team environments with demonstrated leadership and management responsibilities. Position Includes Driving : Yes, valid drivers license is required.
Investment Advisor
Job Function : The Investment Advisor is responsible primarily for developing new business client relationships, providing advice and servicing clients.
Duties and Responsibilities :
- Sell, market and develop new relationships in accordance with the investment management philosophy and methodology of 1900 Wealth Management (highly diversified, passive investment strategies through institutional mutual funds and disciplined rebalancing).
- Identify, cultivate and track new opportunities.
- Maintain existing client relationships through ongoing investment advice and comprehensive financial planning, based on the unique and evolving circumstances related to each client.
- Coordinate banking services and products through Jefferson Bank.
- Participate in marketing outreach, including public relations, communications and events.
- Operate under the provisions of the Investment Advisers Act of 1940.
Minimum Qualifications :
Create a job alert for this search
Investment Advisor • San Antonio, TX, US
Related jobs
Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 3 days ago
Air and Marine Operations (AMO), a component of U.Customs and Border Protection (CBP) offers those with Merchant Mariner Credentials the exceptional opportunity of a career in law enforcement worki...Show moreLast updated: 3 days ago Join thousands of members already earning with top-paying surveys and offers.Get started today and enjoy competitive rewards, fast payouts with no waiting periods, and the flexibility to participat...Show moreLast updated: 3 days ago 
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...Show moreLast updated: 18 hours ago
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 17 days ago
Receive a $5 welcome bonus when you complete your first offer!Make money in your spare time by completing online tasks : .
Take paid surveys (5-15 minutes each).Test new mobile games and apps.Share yo...Show moreLast updated: 3 days ago Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 3 days ago 
Infection Preventionist Manager.Lead the Fight Against Infection.Join a mission-driven team committed to protecting patients, staff, and our broader healthcare community through evidence-based infe...Show moreLast updated: 3 days ago
DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.
As a Dasher, you’ll stay busy with a variety o...Show moreLast updated: 5 days ago Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 3 days ago 
Seeking a Senior Accountant / Accounting Manager for a growing company in north San Antonio, TX / Boerne, TX area.The position will be responsible for general accounting, labor allocations to jobs, and...Show moreLast updated: 22 days ago
Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
Texas A&M University - San Antonio.The Financial Aid Advisor III (FAA III) is a key member of the Office of Financial Aid, responsible for counseling and providing financial aid and scholarship inf...Show moreLast updated: 13 hours ago
Ready to turn your opinions into cash? Explore the world of remote paid online survey gigs with Opinion Outpost!.It's as simple as sharing your thoughts from the comfort of your own home and watchi...Show moreLast updated: 3 days ago Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 24 days ago 
Empowering Traders to Achieve Financial Freedom.Apex Trading Solutions has been at the forefront of proprietary trading for over two decades.
We are looking for motivated traders eager to grow, lear...Show moreLast updated: 30+ days ago Infection Preventionist Manager.Lead the Fight Against Infection.Join a mission-driven team committed to protecting patients, staff, and our broader healthcare community through evidence-based infe...Show moreLast updated: 3 days ago 
Remote Options Trader Position at Maverick Trading.Maverick Trading is a proven proprietary trading firm with more than 26 years of market expertise.
We empower traders with access to firm capital w...Show moreLast updated: 30+ days ago
- Promoted
Remote Opinion Contributor
Prime InsightsPleasanton, TX, USRemote
Full-time
- Promoted
Marine Interdiction Agent
U.S. Customs and Border ProtectionPoteet, TX, USFull-time
- Promoted
Online Survey Participant
Prime InsightsPleasanton, TX, USFull-time
- Promoted
- New!
Senior Home Lending Advisor - San Antonio TX - Military and 410
JPMorganChaseSan Antonio, TX, USFull-time
- Promoted
Remote Investment Analyst – AI Trainer ($50-$60 / hour)
Data AnnotationNew Braunfels, TexasRemote
Full-time +1
- Promoted
From Hobby to Income : Turn Gaming into a Paying Side Hustle
Free Cash by AlmediaPleasanton, TX, USFull-time
- Promoted
Customs and Border Protection Officer
U.S. Customs and Border ProtectionLa Vernia, TX, USFull-time
- Promoted
Infection Preventionist Manager - Join a mission-driven team
University HealthPLEASANTON, Texas, USFull-time
- Promoted
Drive with DoorDash - Be Your Own Boss
DoorDashFloresville, TX, United StatesFull-time +1
- Promoted
U.S. Customs and Border Protection Officer
U.S. Customs and Border ProtectionNew Berlin, TX, USFull-time
- Promoted
Sr Accountant- Accounting Manager
Proaction CareersBoerne, TX, USFull-time
- Promoted
Customs and Border Protection Officer - Experienced (GS9)
U.S. Customs and Border ProtectionJourdanton, Texas, USPermanent
- Promoted
- New!
Financial Aid Advisor III
InsideHigherEdSan Antonio, Texas, United StatesFull-time
- Promoted
Share Your Thoughts, Pocket Some Cash : Join Opinion Outpost's Survey Opportunities!
DynataPleasanton, TX, USFull-time
- Promoted
United States Customs and Border Protection Officer
U.S. Customs and Border ProtectionPleasanton, Texas, USFull-time +1
- Promoted
Remote Independent Trader
Maverick CurrenciesSan Antonio, TXRemote
Part-time
- Promoted
Infection Preventionist Manager
University HealthPLEASANTON, Texas, USFull-time
- Promoted
Remote Independent Trader
Maverick TradingSan Antonio, TX, USARemote
Part-time