J.P. Morgan Wealth Management – Private Client Advisor - San Antonio, TX
On-site · San Antonio, Texas, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and offers comprehensive financial planning and investment solutions to individuals and families in San Antonio, leveraging leadership and relationship-building to deliver personalized guidance and a digitally-enabled investor experience. The role emphasizes integrity, client education on technology-enabled channels, and collaboration with partners to deepen client relationships, with requirements including Series 7/66 licenses and Life/Health/Long Term Care insurance licenses (obtained within 60 days). Preferred candidates may hold CFP certification and a bachelor’s degree. Investment products are offered through JPMS; adherence to FINRA/SIPC disclosures applies.
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
- 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
- Preferred: Certified Financial Planning (CFP®) certification
- Bachelor’s degree preferred
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