J.P. Morgan Wealth Management - Private Client Advisor - San Antonio, TX (Broadway & Katherine Ct.)

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 branch in San Antonio, TX, at the Broadway & Katherine Ct. location. In this role, you will serve as a trusted financial advisor to individuals and families, delivering comprehensive wealth management solutions tailored to their unique needs. As a key member of our branch-based team, you will leverage J.P. Morgan's global resources to provide holistic financial planning, including investment strategies, retirement planning, estate management, and integrated banking services. Your focus will be on fostering deep, long-term client relationships while navigating the dynamic financial landscape to help clients achieve their goals in the vibrant San Antonio market. The Private Client Advisor role demands a client-centric approach, where you will conduct in-depth financial assessments, recommend personalized portfolios, and continuously monitor and adjust strategies based on market conditions and life events. You will collaborate with internal specialists in lending, research, and philanthropy to offer seamless, high-touch service. Compliance and ethical standards are paramount, ensuring all advice adheres to FINRA, SEC, and J.P. Morgan policies. Success in this position involves proactive client acquisition through networking in the local community, referrals, and branch interactions, ultimately growing assets under management and enhancing client satisfaction. J.P. Morgan Wealth Management is committed to empowering advisors with cutting-edge tools, ongoing training, and a supportive culture that values innovation and integrity. If you are passionate about financial services and ready to make a meaningful impact in San Antonio, this role offers an opportunity to thrive in a prestigious firm renowned for its leadership in the industry. Join us to build a rewarding career while helping families secure their financial futures.

Key Responsibilities

• Provide personalized financial planning and investment advice to individuals and families, focusing on comprehensive wealth management solutions
• Develop and maintain long-term relationships with private clients in the San Antonio Broadway & Katherine Ct. branch, identifying opportunities to deepen client engagement
• Conduct financial needs assessments, recommend tailored investment portfolios, and monitor performance to align with client goals
• Collaborate with J.P. Morgan Wealth Management teams to deliver integrated banking, lending, and advisory services
• Ensure compliance with all regulatory requirements, including FINRA and SEC guidelines, while maintaining accurate client records
• Prospect and acquire new clients through community networking, referrals, and branch-based interactions in the local San Antonio market
• Educate clients on J.P. Morgan's suite of products, including retirement planning, estate strategies, and alternative investments
• Track and report on portfolio performance, adjusting strategies as market conditions and client needs evolve
• Participate in branch events and professional development to enhance advisory capabilities and client satisfaction

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active Series 7 and Series 66 (or 63 and 65) securities licenses, or the ability to obtain them within 120 days of hire
• Minimum of 3 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in San Antonio, TX, with flexibility for local client meetings

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with high-net-worth individuals and families in the Texas market
• Bilingual proficiency in English and Spanish to serve diverse San Antonio clientele
• Previous success in meeting sales targets and growing assets under management at a financial institution

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Regulatory compliance and risk management
• Sales and business development
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Proficiency in financial planning software (e.g., Morningstar, Bloomberg)
• Customer service orientation
• Negotiation and advisory expertise
• Market trend analysis
• Team collaboration
• Ethical decision-making
• Digital literacy for client portals and CRM systems

Benefits

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

JP Morgan Chase is an equal opportunity employer.