JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor - San Antonio and Fredericksburg, TX and surrounding areas
San Antonio, TX +1 · Full-time · Posted Jan 8, 2026
- Location
- San Antonio, TX
Fredericksburg, TX - Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, builds client relationships and a book of business, and connects clients with advised solutions and Chase partners.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and goals-based advice, and educate clients on digital tools and channels.
- Support teammates and bank goals while demonstrating sound judgment, market knowledge, and integrity.
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, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Model-written summary · the original posting is authoritative