Private Client Advisor - Holistic Wealth Planning

JPMorganChase; San Antonio (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm in San Antonio seeks a Private Client Advisor to offer personalized investment solutions. You will build relationships, educate clients on financial technology, and ensure a comprehensive view of their financial needs. Ideal candidates will have a valid Series 7 license and at least two years in a related role. Competitive compensation and a strong commitment to diversity and inclusion are key aspects of this position.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Demonstrated success in client acquisition and maintaining relationships.
• A valid and active Series 7 license required.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology and channels.
• Provide a holistic view of clients' financial needs.

Skills

Client acquisition

Relationship management

Financial planning

Digital confidence

Education

Bachelor’s degree preferred

Job description

A leading financial services firm in San Antonio seeks a Private Client Advisor to offer personalized investment solutions. You will build relationships, educate clients on financial technology, and ensure a comprehensive view of their financial needs. Ideal candidates will have a valid Series 7 license and at least two years in a related role. Competitive compensation and a strong commitment to diversity and inclusion are key aspects of this position.