Wealth Advisor: Private Client & Relationship Builder

JPMorganChase; San Antonio (TX); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm in San Antonio is looking for a Private Client Advisor to deliver personalized investment solutions and manage client relationships. The successful candidate will possess at least 2 years of experience in financial advisory roles and maintain key licenses, including Series 7 and Series 66. This role emphasizes relationship management and educating clients on financial products and services, while fostering a strong commitment to diversity and inclusion within the workplace.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid and active Series 7, Series 66, and Life, Health and Long Term Care licenses required.

Responsibilities

• Provide personalized investment solutions to clients.
• Focus on relationship management over portfolio management.
• Educate clients on available technologies for managing their investments.

Skills

Client acquisition

Relationship management

Financial planning

Integrity

Digital competency

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Investment technology

Job description

A leading financial services firm in San Antonio is looking for a Private Client Advisor to deliver personalized investment solutions and manage client relationships. The successful candidate will possess at least 2 years of experience in financial advisory roles and maintain key licenses, including Series 7 and Series 66. This role emphasizes relationship management and educating clients on financial products and services, while fostering a strong commitment to diversity and inclusion within the workplace.