Private Client Advisor, Wealth Planning & Relationships

JPMorgan Chase & Co.; San Antonio (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial services firm is seeking a Private Client Advisor in San Antonio, Texas, to deliver personalized financial solutions. The role involves building relationships, supporting team success, and educating clients on financial markets and innovative technology. Candidates must have at least 2 years of relevant experience and possess necessary licenses. Join a company that values diversity and offers comprehensive planning for clients at all wealth levels.

Qualifications

• Minimum 2 years experience as a Financial Advisor or equivalent.
• Proven success in maintaining client relationships.
• Ability to provide goals-based planning and advice.

Responsibilities

• Support team success and foster diversity culture.
• Deliver personalized investment solutions.
• Educate clients on available technology for their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Digital innovations

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long Term Care Insurance license

Job description

A leading financial services firm is seeking a Private Client Advisor in San Antonio, Texas, to deliver personalized financial solutions. The role involves building relationships, supporting team success, and educating clients on financial markets and innovative technology. Candidates must have at least 2 years of relevant experience and possess necessary licenses. Join a company that values diversity and offers comprehensive planning for clients at all wealth levels.