Private Wealth Advisor — Holistic Planning & Growth

JPMorganChase; Boerne (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A top financial services provider in Boerne, TX is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This position involves building client relationships, offering personalized investment solutions, and ensuring a highly satisfactory client experience. Candidates must have a minimum of 2 years of experience as a Financial Advisor along with necessary licenses, including Series 7 and 66. The role supports a diverse environment and offers competitive compensation.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivation, and maintenance.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates’ success and goals.
• Build a book of business by leveraging relationship-building skills.
• Educate clients on technology to manage their investments.

Skills

Client acquisition

Relationship management

Financial coaching

Investment solutions

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

A top financial services provider in Boerne, TX is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This position involves building client relationships, offering personalized investment solutions, and ensuring a highly satisfactory client experience. Candidates must have a minimum of 2 years of experience as a Financial Advisor along with necessary licenses, including Series 7 and 66. The role supports a diverse environment and offers competitive compensation.