Wealth Advisor: Private Client Relationship & Planning
testing site jpmcSan Antonio, TX
Wealth Advisor: Private Client Relationship & Planning
testing site jpmcSan Antonio, TX
3 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
J.P. Morgan Chase in San Antonio, TX, seeks a Private Client Advisor for Chase Wealth Management. You will offer comprehensive financial planning and advice to individuals and families, building lasting client relationships and delivering tailored investment solutions. The role emphasizes leveraging digital tools to empower clients in monitoring and managing their investments. The ideal candidate has 2+ years as a Financial Advisor, active licensure (Series 7 and Series 66 within 60 days), and a
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JOB OVERVIEW
Experience level
Senior
Location
San Antonio, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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