JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Advisor - San Antonio, TX (Alamo Ranch)
San Antonio, TX · Full-time · Posted Sep 8, 2026
- 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 offers advised solutions and partner referrals.
What you'll do
- Build a book of business through relationship management and personalized investment solutions.
- Provide holistic financial coaching and educate clients about digital tools and channels.
- Support teammates and bank goals while delivering client-focused service with 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