Strategic Wealth Advisor & Private Banker, VP

JPMorganChase; San Antonio (TX); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in San Antonio seeks a Private Banker to advise clients on wealth management and financial needs. The role requires over six years of experience in Private Banking or Financial Services, a Bachelor's degree, and licensing within 90 days. Responsibilities include managing client relationships, advising on balance sheets, and generating new business. The company values a strong client experience focus and offers a comprehensive total rewards package, including competitive salary and benefits.

Qualifications

• 6+ years of experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Must obtain Series 7, 66 and Insurance licenses within 90 days.

Responsibilities

• Manage and maintain relationships with clients.
• Advise clients on balance sheets and asset allocation.
• Generate new client business and acquire new assets.

Skills

Private Banking or Financial Services experience

Sales success and business acumen

Client experience focus

Established network in the community

Education

Bachelor's Degree

Series 7, 66 and Insurance licenses

Job description

A leading financial institution in San Antonio seeks a Private Banker to advise clients on wealth management and financial needs. The role requires over six years of experience in Private Banking or Financial Services, a Bachelor's degree, and licensing within 90 days. Responsibilities include managing client relationships, advising on balance sheets, and generating new business. The company values a strong client experience focus and offers a comprehensive total rewards package, including competitive salary and benefits.