San Antonio, TX

Finance Jobs in San Antonio, TX

25 jobs found

Include remote jobs

Today

Certified Financial Planner

Imperium Wealth Management San Antonio, TX

San Antonio, TX

Today

$125k - $300k/yr Full time Advisor Analytical Skills Client Relations

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Job Description

Imperium Wealth Management is hiring a CFP®-credentialed financial planner to deliver thorough, accurate planning and client-focused guidance. This onsite role in San Antonio, TX brings a collaborative environment across investment, client service, and tax teams, plus support for professional development and strong benefits.

Responsibilities

Build and regularly update comprehensive, accurate financial plans
Quarterback the client experience for your designated clients
Review and analyze financial information gathered from clients to develop strategies aligned with their objectives
Provide financial planning guidance to the investment management, client service, and tax team
Analyze, draft, edit, and deliver comprehensive financial plans to clients
Stay current on cutting-edge financial planning techniques
Demonstrate leadership by seeing projects and initiatives through completion
Partner with other firm professionals to ensure recommendations are advantageous and in the client’s best interests
Maintain strong follow-up habits with clients
Support client retention for the firm’s book of business
Be available during office hours 8am-5pm
Perform other duties as necessary in a culture where “that’s not my job” does not work

Requirements

Bachelor’s degree minimum, preferably in personal financial planning
5 years of client-facing financial planning or wealth management experience
CFP® credentialed
Excellent communication, presentation, listening, and analytical skills
Satisfactory background check
Strong knowledge of, and ability to present, investment, financial planning, insurance, and tax planning concepts
Extreme attention to detail and resourcefulness
Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
Positive, friendly personality and ability to get along with others
Ability to adapt and learn quickly, with strong problem-solving independence
Coachable
Preferred experience: MoneyTree, Black Diamond, and Redtail
Self-motivated, dependable, resourceful, and loyal
Composed under pressure, determined, and dedicated to delivering work on time
Follow-through on commitments and ability to finish what you start

Location, Type, and Pay

San Antonio, TX (onsite, in person). Full-time role. Compensation is $125,000 to $300,000 per year.

Relocation: San Antonio, TX 78205 (required) before starting work.

Technologies

MS Excel, MS Word, MS Outlook, MS PowerPoint
MoneyTree, Black Diamond, Redtail

Benefits

401(k) (including 401(k) matching)
401(k) stripped of all expenses.
Paid time off: starts at 4 weeks (first year), 5 weeks (second year), then 6 weeks thereafter, plus market holidays
Free brokerage
Access to all company resources
50% health insurance paid, plus access to dental, vision, life, short-term and long-term disability, and other group insurance
Window office
Paid continuing education
Dental insurance
Vision insurance
Health insurance
Life insurance
Employee discount
Retirement plan

Education and Certification

Bachelor’s degree (required)
CFP (required)

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3d ago

Financial Advisor: Fast Track to Management

New York Life San Antonio, TX

San Antonio, TX

3d ago

$64k - $150k/yr Full time Manager Advisor Associate Financial Advisor

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Job Description

San Antonio, TX (Onsite) Financial Professional role with New York Life, with training and an optional Fast Track to Management pathway.

Responsibilities

Assist individuals, families, and businesses in planning for their financial future using New York Life’s insurance and financial product lines.
Provide consultation and advice as part of your insurance services work.
In the Accelerated Path to Management Program, begin as a financial professional by learning how to sell products, build client relationships, and meet specific requirements before moving into a management role.
Complete a six-month intensive training program designed to prepare you for success as a manager.
Apply training to recruit and coach others to success.
Use provided day-to-day resources, including experts available to answer questions.
Leverage a suite of digital sales, prospecting, and marketing tools (web, social, and email content) to attract and retain clients.
Learn New York Life’s products and services that support clients’ financial goals.
After meeting specific requirements for the first 12 months as a financial professional, enter a specialized six-month Associate Partner training program.

Requirements

Background aligned to an insurance/financial products sales role (Financial Services Professional).
Education: Master’s degree or MBA (or other equivalent degree) may qualify you for a Fast Track to Management Program.
Hold required securities licenses and maintain FINRA registrations.
Affiliate with NYLIFE Securities as a registered representative before offering investment products.
Motivation markers:
- Sales or managerial experience in another industry (yes to at least one of the listed experience questions).
- Previous experience running your own business.
- MBA or other equivalent degree.
Fast Track to Management training includes skills such as marketing, business development, and customer relationship management.

Compensation and Job Details

Job type: Full-time
Work location: In person
Salary/pay range listed: USD 64,480 - 150,000 per year
Financial Professional income: commission-based when you begin.
Associate Partner pathway: if you meet requirements and approvals, you receive a salary.
Associate Partner salary range: $60,000–$150,000, plus eligibility for bonuses and other incentives tied to performance of agents in your unit, including additional compensation related to agents you recruit and develop.
Field manager compensation: aligned with recruiting performance and team production level of financial professionals.
Average income among 579 recruiters at all levels in 2022: $240,000.

Benefits

Medical
Dental benefits
Vision benefits
Life coverage
Long-term disability coverage
Accidental death and dismemberment coverage
Pension plan
401(k) savings plan
401(k)
401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Vision insurance

Fast Track to Management: Training Overview

Start as a financial professional in the Accelerated Path to Management Program, learning how to sell products, build client relationships, and meet specific requirements before transitioning into a management role.
Complete a six-month intensive training program to prepare for the manager role.
Use the program to learn how to recruit and coach others to success.

We Are Looking For

Motivated people who can answer yes to one of the following:
- Sales or managerial experience in another industry
- Previously run your own business
- MBA or other equivalent degree

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9d ago

Financial Representative

Radliff District - Northwestern Mutual San Antonio, TX

San Antonio, TX

9d ago

$70k - $85k/yr Full time Advisor Client Relations Client Service

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Job Description

Financial Representative opportunity in San Antonio for clients focused on financial planning and insurance solutions.

Responsibilities

Meet with clients to learn their financial goals, aspirations, and concerns
Create comprehensive financial plans covering investments, insurance, and retirement
Assess client needs and recommend insurance strategies to help protect assets and income
Review and monitor plans over time, delivering regular updates and adjusting strategies as circumstances change
Grow a client network through referrals, community involvement, and professional associations

Requirements

Bachelor’s degree preferred
Previous experience in financial services, insurance, or business development is beneficial, but not required
Strong interpersonal and communication skills
Analytical thinking and an ability to build trust and rapport with clients
Obtain necessary licenses, including Series 6, Series 63, and applicable state insurance licenses (training available)

Compensation & Location

Onsite role in San Antonio, TX
Salary range: USD 70,000 - 85,000 per year
Office address: 200 Austin Hwy, Suite 202, San Antonio, TX 78209

Benefits

Retirement
Bonus based on performance
Performance incentives with no ceiling
Health insurance
Dental insurance
Vision insurance
Flexible schedule
Opportunity for advancement
Training & development
Access to ongoing training and development programs, including sponsorship for advanced certifications
Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors
Company parties
Flexibility to build a schedule that fits lifestyle and goals

Why Career Changers Could Thrive Here

Built for people with the drive, perseverance, and people skills to help others
Training, mentorship, and professional licensing support to support a transition into financial services
Team members with backgrounds including coaching, building, designing, or teaching, who have gone on to create their own financial practices

Northwestern Mutual at a Glance

FORTUNE 500® company serving more than 5 million people
Mutual company structure: policyowners are the focus, not Wall Street
Founded in Wisconsin in 1857
Recognized by FORTUNE as one of the “World’s Most Admired” life insurance companies in 2024

Leadership Profiles

Brian Vrana, Managing Partner: 24 years with Northwestern Mutual; previously a farmer and began at NM in college through the internship program; passionate about family, coaching sons’ baseball teams, watching his daughter compete in dance, and enjoying time outdoors; committed to community involvement and mentoring new team members
Chris Radliff, Managing Director: 9 years with Northwestern Mutual; started as an intern during college and worked in multiple roles including leadership training and advisor development; passionate about being with his fiancée, bowling, and sports; relocated from Albany, NY to Texas and focuses on building relationships with clients and teammates; stays active through fitness and coaching

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15d ago

Finance Manager

FAMILY ENDEAVORS INC San Antonio, TX

San Antonio, TX

15d ago

$60k - $65k/yr Full time Manager Accounting Budget Management

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Job Description

San Antonio, TX (Onsite)

FAMILY ENDEAVORS INC is seeking a Finance Manager to strengthen financial oversight for Rapid Response and Recovery Services (RRRS). This role supports solid financial operations by ensuring GAAP-compliant reporting, maintaining effective systems and procedures, and providing leadership with timely cost insights and division-level financial status updates.

How you’ll support RRRS

As Finance Manager, you will help maximize resource utilization across the RRRS division while keeping financial information organized and decision-ready. You will provide ongoing evaluation of expenditures, produce key reporting on a regular cadence, and develop financial models that support leadership recommendations for the division.

Key responsibilities

Oversee, monitor, and evaluate all RRRS division expenditures; conduct ongoing financial and cost analysis and provide recommendations to the Sr. Director for maximizing resources.
Produce monthly financial statements, manage invoice tracking, complete budget analysis, and prepare supporting schedules for RRRS; create ad-hoc reports as program needs require.
Communicate weekly with the Sr. Director, Deputy Sr. Director, and Director of Administration regarding RRRS spending status; develop financial models with actionable financial information and recommendations.
Analyze financial data and deliver accurate, timely financial reporting; thoroughly review and explain monthly, quarterly, and annual financial statements; track progress and changes and keep leadership informed of overall division financial status.
Act as the main point of contact for financial monitoring reviews; ensure customer concerns are addressed and that financial oversight and compliance issues are handled; maintain knowledge of the regulations and requirements governing RRRS programs.
Maintain up-to-date knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Meet regularly with the Sr. Director and supervisors to review monthly spending plans and reports, supporting a collaborative approach to financial management.
Demonstrate exceptional customer service and consistently prioritize the child, family, Veteran, or client in interactions and financial decisions.
Other duties as assigned.

What you bring

Bachelor’s degree in accounting or finance.
CPA candidate preferred.
Training in nonprofit accounting and grant administration preferred.
Minimum 3-5 years of experience in an accounting position; multiple location accounting experience preferred.
Nonprofit accounting, consolidations, and experience working with an institution subject to Uniform Guidance preferred, along with grant administration experience.

Job purpose

This position ensures the financial health and operational efficiency of RRRS by providing robust financial oversight, preparing accurate financial statements in accordance with Generally Accepted Accounting Principles (GAAP), and maintaining systems and procedures that support effective program implementation.

Compensation: USD 60,000 - 65,000 per year

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22d ago

Budget Analyst & Financial Management Support

Cherokee Federal San Antonio, TX

San Antonio, TX

22d ago

Full time Analytical Skills Budget Analysis Budget Management

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Job Description

Cherokee Federal is hiring a Budget Analyst & Financial Management Support role in San Antonio, TX (onsite). This position provides financial analysis, reporting, and forecasting support for senior analysts and managers, helping drive strategic financial decisions while working across government systems and internal tools.

Responsibilities

Manage and maintain SharePoint Sites.
Develop weekly announcements using PDF form content.
Perform data entry and analysis, including trend analysis and variance analysis.
Validate project data and complete required updates in government systems, including NexGen IT and FM Suite, as well as Microsoft Access (and other applicable systems).
Support forecasting by evaluating potential funding impacts.
Draft formal memos and prepare supporting documentation for management review.
Produce financial reports, presentations, and dashboards for senior leadership.
Assist with budgeting, forecasting, and financial planning processes.
Evaluate investment opportunities and perform ROI analysis.
Provide financial insights and recommendations to optimize business performance.
Interact with government personnel and collaborate with cross-functional teams to gather financial data and support initiatives.
Follow financial regulations, policies, and procedures.
Support process improvements within the finance department.
Assist senior financial analysts and managers with a variety of financial activities, plus ad hoc projects as assigned.
Manage Microsoft Outlook workflow to support task routing and follow-up.
Perform other job-related duties as assigned.

Requirements

US Citizen and must be able to obtain a CAC Card.
Bachelor’s degree in finance, accounting, economics, or a related field.
3 years of experience in data management/analysis.
Experience must be in a construction-related discipline.
Experience with AF Design and Construction Programs.
Experience with government automated systems, including NexGen IT and FM Suite, is desired.
Experience with SharePoint.
Ability to multitask is a must.
Ability to communicate effectively, orally and in writing.
Basic understanding of Programming Thresholds and Approval Authorities.
Basic understanding of Planning & Design and Operation & Maintenance funding.
Basic understanding of the Contract Acquisition process.
Strong knowledge of the Microsoft suite, with high proficiency in Excel, Access, Word, and PowerPoint.
Knowledge of Adobe Acrobat, including form development and maintenance.
Strong analytical skills and attention to detail, including excellent quantitative/numerical skills.
Ability to analyze complex financial data and produce actionable insights.
Ability to work with large datasets and perform quantitative analysis.
Must pass pre-employment qualifications of Cherokee Federal.

Technologies

SharePoint, PDF, NexGen IT, FM Suite, Microsoft Access, Microsoft Outlook
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Adobe Acrobat

Benefits

Full time benefits include Medical, Dental, Vision, 401K, and other possible benefits as provided.

Estimated Starting Salary Range for AF Financial Manager: Pay commensurate with experience.

Government Requirement: This position requires US Citizenship and the ability to obtain a CAC Card.

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25d ago

Financial Analyst Lead - AI Technology

USAA San Antonio, TX

San Antonio, TX

25d ago

$127k - $243k/yr Full time Manager Analytical Skills Data Analysis

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Job Description

The Financial Analyst Lead will oversee financial processes and expense categories, partnering with senior leadership to deliver forecasting, planning, and financial modeling support for AI investment decisions. The role includes mentoring and leading analysts while ensuring work aligns with regulatory and compliance expectations.

Role Overview

You will lead advanced analytics and insight development focused on key business drivers, with a particular emphasis on financial planning and modeling tied to AI investments. The position also involves guiding problem resolution across complex, multi-system situations and advising senior management as a trusted financial resource.

Key Responsibilities

Lead, develop, and motivate a team to produce advanced analytics and insights tied to key business drivers.
Identify and address complex or unique business problems by providing proactive financial solutions with holistic, forward-looking perspectives to support senior decision making.
Build consistent senior-management engagement and serve as a trusted advisor on financial issues.
Recommend approaches to resolve short-term and strategic financial business challenges.
Teach and mentor others on complex financial processes, business drivers, and supporting systems to improve knowledge transfer.
Review analysts’ work, assist management with task assignment, and support effective workflow management.
Lead initiatives to create an integrated enterprise planning process across multiple companies and/or staff agency processes and technologies.
Direct analyses and guide the development, enhancement, and implementation of critical processes, programs, and technologies.
Anticipate opportunities and solutions, lead cross-functional teams through problem resolution, and advise senior management on relevant issues.
Develop and apply expert knowledge of the business, including products and processes.
Complete complex and unique assignments involving problem resolution across multiple systems, functions, or processes.
Ensure risks tied to business activities are identified, measured, monitored, and controlled according to risk and compliance policies and procedures.

Minimum Qualifications

Bachelor’s degree in Business, Accounting, Finance, Economics, or a related field; or 4 years of relevant education and/or experience.
6 years of financial/accounting analysis experience, including 2 years leading strategic financial/accounting opportunities.
Advanced degree in Business, Accounting, Finance, Economics, or a related field; progress toward a CPA or CFA designation; and 4 years of financial/accounting analysis experience including 1 year leading strategic financial/accounting opportunities.
Subject-matter-expert knowledge of data analysis and technical accounting/finance acumen.
Subject-matter-expert level business acumen in financial services operations, finance/accounting industry practices, and emerging trends.
Experience communicating complex financial/accounting topics to a variety of audiences.
Experience using financial/accounting technologies and recommending improvements.
Experience using Microsoft Office Excel for significant financial data analysis and reporting.
Experience applying and adhering to financial regulations and compliance.
Experience producing financial reports and delivering recommendations based on data.
Working knowledge of GAAP.

Technologies

Microsoft Office Excel

What to Expect for Location and Schedule

Onsite role in San Antonio, TX.
In the office 4 days per week.
Based in one of the following locations: San Antonio, TX or Charlotte, NC.
Relocation assistance is not available for this position.

Compensation and Incentives

Compensation range: USD 127,310 - 243,340 per year.
Pay is based on experience and market data for the position.
Actual salary may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance, at the discretion of the USAA Board of Directors.

Benefits

Comprehensive medical, dental, and vision plans
401(k)
Pension
Life insurance
Parental benefits
Adoption assistance
Paid time off program with paid holidays plus 16 paid volunteer hours
Various wellness programs
Career path planning and continuing education

Additional Information

Job ID: R0121631
Date posted: 10/17/2026
Visa sponsorship: USAA does not provide visa sponsorship for this role.
Applications are accepted on an ongoing basis and will remain open until the position is filled.
Interested candidates are encouraged to apply the same day they view the posting.

Opportunity Highlights

Lead financial processes and expense categories to address complex business problems while conducting forecasting, planning, and financial modeling related to AI investments.
Mentor team members on complex financial processes and drive delivery of advanced analytics and insights around key business drivers.
Support management in assigning tasks and managing workflow while maintaining adherence to regulatory and compliance guidelines.

Preferred Background

US military experience gained through military service or gained as a military spouse/domestic partner.
Working knowledge of artificial intelligence (AI) concepts and technologies.

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28d ago

Patient Financial Representative Senior - Patient Financial Services

Christus Health San Antonio, TX

San Antonio, TX

28d ago

Full time Senior A/R Management Billing

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Job Description

Support CHRISTUS Health’s Revenue Cycle as a senior patient financial professional, managing account resolution workflows, claims activity, collections, and cash reconciliation.

Responsibilities

Meet expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
Perform Revenue Cycle functions to meet or exceed CHRISTUS Health key performance metrics.
Ensure Patient Financial Services (PFS) departmental quality and productivity standards are met.
Collect and provide patient and payor information to facilitate account resolution.
Respond to account inquiries via written, verbal, or electronic correspondence.
Maintain payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers.
Maintain working knowledge of all functions within the Revenue Cycle.
Provide professional, effective communication with internal and external customers to resolve outstanding account questions.
Comply with all CHRISTUS Health, payer, and government regulations.
Apply strong knowledge of CPT, HCPCS, and ICD-10 coding regulations and guidelines.
Document patient accounting host system and other PFS systems in accordance with policy and procedures.
Provide continuous updates to the PFS Leadership Team regarding errors, issues, and trends affecting productivity, reimbursement, payment delays, and/or patient experience.
Work claim edits and support electronic claims editing and submission capabilities.
Work payor rejected claims for resubmission.
Work reports and billing requests.
Demonstrate knowledge of standard bill forms and filing requirements.
Collect balances due from payors to ensure proper reimbursement for services.
Identify and forward proper account denial information to the designated departmental liaison.
Contribute to denial resolution and timely turnaround.
Maintain active knowledge of payor collection requirements.
Use the collector queue daily with appropriate collection system and reports.
Identify and resolve underpayments within payor timely guidelines using appropriate follow-up.
Identify and resolve credit balances within payor timely guidelines using appropriate follow-up.
Identify, research, and communicate trends impacting account resolution.
Retrieve and post payments accurately and timely through reconciliation of the patient accounting system and bank statement.
Research submitted cash payments by verifying patient account numbers and appropriate facilities.
Monitor and perform cash reconciliation to identify cash posting errors; ensure receipts are applied and reconcile to daily bank deposits and monthly bank statements.
Review and post cash corrections, including resolving patient complaints and inquiries from PFS, Finance, Facilities, and vendor partners.
Resolve and research unapplied cash, with continuous follow-up until payment is identified for application or refund.

Requirements

HS Diploma or equivalent (years of experience required).
Post-HS education preferred.
3-5 years of experience preferred.
Multi-facility hospital business office experience preferred.
College education, previous insurance company claims experience, and/or health care billing trade school education may be considered in lieu of formal hospital experience.
Experience with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 preferred.
None required.