Private Wealth Advisor: Relationship-Driven Financial Planning

Fairygodboss; San Antonio (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families through Chase Wealth Management.

You will build and manage client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement while upholding the bank's standards for integrity and service.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.

Responsibilities

• Build a book of business and deliver personalized investment solutions to clients, with a focus on relationship management.

Skills

Client relationship building

Goals-based planning

Financial advice

Sales / business development

Education

Bachelor's degree

CFP certification preferred

Job description

JPMorgan Chase & Co. is seeking a Private Client Advisor to provide comprehensive financial planning and investment advice for individuals and families through Chase Wealth Management.

You will build and manage client relationships, deliver tailored investment solutions, and collaborate with partners to deepen client engagement while upholding the bank's standards for integrity and service.