Private Client Wealth Advisor — Holistic Financial Planning

Next Frontier Capital; San Antonio (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

On-site wellness centers

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase in Texas seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement, while upholding integrity and service excellence. The role emphasizes market knowledge, goals-based planning, and using digital tools to help clients monitor and manage their investments, in a collaborative Wealth

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in acquiring and maintaining clients and collaborating with partners.
• Commitment to goals-based planning and tailored financial advice.
• Must have an active Series 7 license.
• Must obtain Series 66 (63/65) within 60 days of starting.
• Must have Life, Health and Long Term Care insurance licenses or obtain within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions.
• Provide financial planning and investment guidance to individuals and families.
• Demonstrate strong knowledge of financial markets and sound judgment.
• Maintain impeccable integrity and client-centric service.
• Educate clients on technology and tools to monitor investments.
• Offer holistic financial coaching beyond investments.
• Leverage digital channels to enhance client engagement.

Skills

Financial Advisor experience

Client acquisition

Goals-based planning

Series 7

Series 66 (63/65)

Life/Health/LTC license

Education

Bachelor's degree

CFP certification preferred

Job description

J.P. Morgan Chase in Texas seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build relationships, deliver personalized investment solutions, and collaborate with partners to deepen client engagement, while upholding integrity and service excellence. The role emphasizes market knowledge, goals-based planning, and using digital tools to help clients monitor and manage their investments, in a collaborative Wealth