Wealth Advisor: Personal Planning & Digital Solutions

Fairygodboss; San Antonio (TX); On-site; USD 75,000 - 110,000; Full time

Job summary

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in San Antonio, TX.

You will provide comprehensive financial planning and investment advice to individuals and families, helping them grow and protect wealth through tailored solutions. Apply your relationships and leadership to deliver personalized investment strategies while upholding the highest standards of integrity and client service.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Responsibilities

• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in San Antonio, TX.

You will provide comprehensive financial planning and investment advice to individuals and families, helping them grow and protect wealth through tailored solutions. Apply your relationships and leadership to deliver personalized investment strategies while upholding the highest standards of integrity and client service.