JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - San Antonio, TX (Broadw
JPMorganChase, San Antonio, Texas, United States, 78208
Overview
J.P. Morgan Wealth Management – Private Client Advisor – San Antonio, TX (Broadway & Katherine Ct.). Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor role at JPMorgan Chase. You will be front and center representing our brand, delivering extraordinary customer service, and offering the best investment solutions to meet clients’ financial needs using a broad investment product and thought leadership platform along with cutting edge digital technology. Responsibilities
Champion and support teammates’ success and the bank’s goals while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions through relationship management with a consistent focus on client relationships rather than portfolio management. Demonstrate a deep understanding of financial markets and sound business judgment. Maintain unwavering integrity and do right by clients at every opportunity. Educate clients on the technology and channels available to monitor, maintain, and manage their investments. Provide a holistic view of clients’ needs and financial coaching beyond investments. Embrace digital innovations to help clients become digitally confident and bank when, where, and how they want. Required Qualifications, Capabilities, and Skills
At least 2 years in a Financial Advisor role or equivalent financial services experience. Proven 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 license. A valid and active Series 66 (63/65) license 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 required or must be obtained within 60 days of starting in the role as a condition of employment. Preferred Qualifications, Capabilities, and Skills
Certified Financial Planning (CFP) certification preferred. Bachelor’s degree preferred. Investment and Insurance Products
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMorgan Chase Bank, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser. Annuities are made available through Chase Insurance Agency, Inc. and related entities. Products not available in all states. About Us
Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put customers at the heart of what we do. We also support small businesses, nonprofits, and cities with financial solutions. We offer a competitive total rewards package including base salary, potential commissions and discretionary incentives, and a range of benefits based on eligibility. This includes comprehensive health care coverage, retirement savings, mental health support, financial coaching, and more. Details about total compensation and benefits are provided during the hiring process. Equal Opportunity
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes. We provide reasonable accommodations for applicants’ and employees’ religious practices, mental health, and disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
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J.P. Morgan Wealth Management – Private Client Advisor – San Antonio, TX (Broadway & Katherine Ct.). Join to apply for the J.P. Morgan Wealth Management – Private Client Advisor role at JPMorgan Chase. You will be front and center representing our brand, delivering extraordinary customer service, and offering the best investment solutions to meet clients’ financial needs using a broad investment product and thought leadership platform along with cutting edge digital technology. Responsibilities
Champion and support teammates’ success and the bank’s goals while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions through relationship management with a consistent focus on client relationships rather than portfolio management. Demonstrate a deep understanding of financial markets and sound business judgment. Maintain unwavering integrity and do right by clients at every opportunity. Educate clients on the technology and channels available to monitor, maintain, and manage their investments. Provide a holistic view of clients’ needs and financial coaching beyond investments. Embrace digital innovations to help clients become digitally confident and bank when, where, and how they want. Required Qualifications, Capabilities, and Skills
At least 2 years in a Financial Advisor role or equivalent financial services experience. Proven 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 license. A valid and active Series 66 (63/65) license 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 required or must be obtained within 60 days of starting in the role as a condition of employment. Preferred Qualifications, Capabilities, and Skills
Certified Financial Planning (CFP) certification preferred. Bachelor’s degree preferred. Investment and Insurance Products
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMorgan Chase Bank, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser. Annuities are made available through Chase Insurance Agency, Inc. and related entities. Products not available in all states. About Us
Chase is a leading financial services firm, helping households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put customers at the heart of what we do. We also support small businesses, nonprofits, and cities with financial solutions. We offer a competitive total rewards package including base salary, potential commissions and discretionary incentives, and a range of benefits based on eligibility. This includes comprehensive health care coverage, retirement savings, mental health support, financial coaching, and more. Details about total compensation and benefits are provided during the hiring process. Equal Opportunity
We are an equal opportunity employer and value diversity and inclusion. We do not discriminate on protected attributes. We provide reasonable accommodations for applicants’ and employees’ religious practices, mental health, and disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
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