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Wealth Advisor Private Clients & Planning
Job in
San Antonio, Bexar County, Texas, 78208, USA
Listed on 2026-01-07
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-07
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in San Antonio is seeking a Private Client Advisor to offer comprehensive financial planning and personalized investment solutions. The role requires a minimum of 2 years in a Financial Advisor position, with a focus on client acquisition and relationship management. Candidates must hold a Series 7 and Series 66 licenses, and a Bachelor's degree is preferred.
This position embraces digital innovations and aims to provide an exceptional investor experience while fostering a diverse work environment.
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