J.P. Morgan Wealth Management – Private Client Advisor - San Antonio and Fredericksburg, TX and surrounding areas
On-site · San Antonio, Texas, United States or Fredericksburg, Texas, United States
San Antonio, Texas, United States or Fredericksburg, Texas, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Client Advisor in Chase Wealth Management providing comprehensive financial planning and investment guidance to individuals and families, building a book of business, leveraging leadership and relationship-building skills, educating clients on technology and digital channels, and collaborating with partners to deliver personalized investment solutions and holistic financial coaching while maintaining high ethical standards.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated 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 license
- A valid and active Series 66 (63/65) license or must be obtained within 60 days of starting in role
- A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in role
- Preferred CFP certification
- Bachelor’s degree preferred
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