JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor – North East San Antonio
New Braunfels, TX +1 · Full-time · Posted Jun 18, 2026
- Location
- New Braunfels, TX
Cibolo, TX - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and delivering an exceptional investor experience.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management.
- Offer holistic financial coaching, goals-based advice, and referrals to deepen client relationships.
- Educate clients on digital tools and channels for monitoring and managing investments.
What they ask for
- 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.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses required, or obtainable within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative