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Private Client Advisor - Wealth Planning & Digital Solutions

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm based in San Antonio is seeking a Private Client Advisor to offer comprehensive financial planning to individuals and families. This role requires a deep understanding of financial markets and exceptional relationship management skills. Candidates must have at least 2 years of experience in a financial advisory role and hold relevant licenses such as Series 7.

A Bachelor's degree and CFP certification are preferred. This position emphasizes a client-centric approach and offers opportunities for professional growth.
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