Private Client Advisor — Wealth Planning (NE San Antonio)

Next Frontier Capital; New Braunfels (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Chase in Texas seeks an experienced Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families aligned with Chase Wealth Management.

You will build and nurture client relationships, provide tailored investment solutions, and leverage Chase referrals to deepen client engagement. You will maintain a robust book of business, stay informed on market movements, and uphold the highest integrity, guiding clients through digital tools

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and building lasting relationships.
• Proven goals-based planning and advice capabilities.
• Active Series 7 license required.
• Active Series 66 (63/65) license required or within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license required or within 60 days.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients with relationship-focused approach
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit integrity and do right by clients at every opportunity
• Educate clients on technology and channels to monitor, maintain, and handle investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients stay digitally confident and bank how they want

Skills

Financial advisory experience

Client acquisition

Relationship management

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor’s degree

CFP certification

Job description

J.P. Morgan Chase in Texas seeks an experienced Private Client Advisor to deliver comprehensive financial planning and advisory services to individuals and families aligned with Chase Wealth Management.

You will build and nurture client relationships, provide tailored investment solutions, and leverage Chase referrals to deepen client engagement. You will maintain a robust book of business, stay informed on market movements, and uphold the highest integrity, guiding clients through digital tools