Swbc
San Antonio, Texas

Licensed Client Associate

OnsitePosted Jul 23, 2026
24,061applications sent for our users this week
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Job details

Location
San Antonio, Texas
Work type
Onsite
Posted
Jul 23, 2026
Apply on
swbc.wd1.myworkdayjobs.com

About this role

Associate degree or equivalent, 2+ years in investment sales/service/trades, Series 7 and Series 63 and Group I required, Texas driver's license and good driving record, proficiency with Microsoft Office, strong communication and analytical skills.

What you'll do at Swbc:

  • servicing clients
  • placing trades
  • preparing reports

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About Swbc

Swbc
San Antonio, Texas