J.P. Morgan Wealth Management – Private Client Advisor - San Antonio, TX

Location: San Antonio, TX, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our San Antonio, TX branch. In this role, you will serve as a trusted financial advisor to affluent individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. Leveraging J.P. Morgan's global resources and expertise, you will help clients navigate complex financial landscapes, from investment strategies to estate planning, all while fostering enduring relationships that drive long-term success. This branch-based position offers the opportunity to thrive in a dynamic, client-centric environment within one of the world's leading financial institutions. Your primary focus will be on understanding clients' financial objectives, risk profiles, and life goals to craft personalized plans that incorporate J.P. Morgan's premium offerings, including diversified investment portfolios, banking integration, and philanthropic advisory services. You will conduct in-depth consultations, monitor market conditions, and proactively adjust recommendations to optimize performance and mitigate risks. Compliance with industry regulations is paramount, ensuring all advice aligns with FINRA and SEC standards while upholding J.P. Morgan's commitment to ethical practices. Success in this role requires a blend of technical acumen and interpersonal finesse, as you engage with high-net-worth clients in the vibrant San Antonio community. You will collaborate with cross-functional teams, including J.P. Morgan bankers and specialists, to provide seamless, holistic support. By generating new business through networking and referrals, you will contribute to the growth of our Wealth Management practice, all while benefiting from J.P. Morgan's robust training programs and career advancement opportunities in the financial services industry.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families
• Develop and maintain long-term relationships with private clients to understand their financial goals and risk tolerance
• Conduct comprehensive financial reviews, including retirement planning, estate planning, and tax strategies
• Recommend and implement tailored investment portfolios using J.P. Morgan's suite of wealth management products
• Prospect for new clients through networking, referrals, and community engagement in the San Antonio area
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines
• Collaborate with J.P. Morgan specialists in banking, lending, and philanthropy to deliver holistic solutions
• Monitor client portfolios and market conditions to adjust strategies and maximize returns
• Educate clients on J.P. Morgan's digital tools and resources for self-directed wealth management
• Track and report on client performance metrics to meet branch and firm-wide objectives

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• At least 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a high-net-worth environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work independently in a branch-based setting while collaborating with team members

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience with J.P. Morgan Chase products and services in wealth management
• Bilingual proficiency in English and Spanish, given the San Antonio market
• Previous success in generating new business and achieving sales targets in financial advisory

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Regulatory compliance knowledge (FINRA, SEC)
• Risk assessment and mitigation
• Sales and business development
• Communication and presentation skills
• Problem-solving and decision-making
• Proficiency in financial software (e.g., Bloomberg, CRM systems)
• Time management and organization
• Empathy and active listening
• Negotiation and advisory expertise
• Market trend analysis
• Digital literacy for client platforms
• Team collaboration and leadership

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and certification support
• Employee stock purchase plan and access to J.P. Morgan's employee benefits portal
• Wellness programs with gym memberships, mental health resources, and financial counseling
• Relocation assistance for eligible candidates moving to San Antonio

JP Morgan Chase is an equal opportunity employer.