Private Client Wealth Advisor: Relationships & Planning

JPMorganChase; San Antonio (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Chase in San Antonio, TX is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, provide advised solutions, and work with Chase partners to deepen client relationships through a holistic wealth management approach.

You will serve clients across a broad range of financial needs, leveraging digital tools and a strong commitment to fiduciary guidance, compliance, and exemplary service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships with partners.
• Commitment to goals-based planning and providing financial advice.
• Active Series 7 license.
• Active Series 66 license or to be obtained within 60 days of starting.
• Active Life, Health and Long Term Care Insurance license or to be obtained within 60 days.

Responsibilities

• Champion and support teammates' success and the bank's goals while fostering diversity.
• Build a book of business and deliver personalized investment solutions with a focus on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Maintain integrity and act in the best interests of clients.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of client needs and financial coaching beyond investments.
• Embrace digital innovations to enable clients to bank when, where, and how they want.

Skills

Financial advisory experience

Client relationship management

Goals-based planning

Series 7 license

Series 66 license

Life/Health/Long Term Care license

Education

Bachelor's degree

Job description

JPMorgan Chase in San Antonio, TX is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build relationships, provide advised solutions, and work with Chase partners to deepen client relationships through a holistic wealth management approach.

You will serve clients across a broad range of financial needs, leveraging digital tools and a strong commitment to fiduciary guidance, compliance, and exemplary service.