Wealth Advisor: Private Client Relationship & Planning

Testing Site - JPMC

San Antonio (TX)

On-site

USD 90,000 - 130,000

Full time

14 days+

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Job summary

J.P. Morgan Chase in San Antonio, TX, seeks a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering tailored investment solutions.

The role emphasizes leveraging digital tools to empower clients in monitoring and managing their investments. The ideal candidate has 2+ years as a Financial Advisor, active licensure (Series 7 and Series 66 within 60 days), and a

Qualifications

2+ years in a Financial Advisor role or equivalent experience.
Proven ability to acquire and maintain clients and partner relationships.
Commitment to goals-based planning and advice.
Licensing: Series 7; Series 66 within 60 days of start.
Life, Health & LTC license required or to be obtained within 60 days.

Responsibilities

Build a book of business and deliver personalized investment solutions to clients through leadership and relationship-building skills.
Provide holistic financial planning and advice for individuals and families.
Educate clients on technology and channels to monitor, maintain, and manage investments.
Maintain a culture of integrity and client-focused service.