J.P. Morgan Chase & Co.

Wealth Management Advisor

J.P. Morgan Chase & Co.

San Antonio, TX, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At J.P. Morgan Chase & Co., we are looking for an experienced Wealth Management Advisor who is passionate about delivering personalized advice and financial solutions to our clients. We seek an individual who is comfortable working with clients to develop comprehensive strategies to meet their unique needs.The ideal candidate for this role should have a minimum of five years' experience in the financial services industry and have a proven track record in developing and maintaining client relationships. Our Wealth Management Advisors must possess strong communication, analytical, and problem-solving skills and be able to work both independently and as part of a team. They must also demonstrate knowledge of investments, financial markets, and tax and estate planning.If you are looking to join a team of experienced professionals and use your expertise to help our clients achieve their financial goals, then this is the role for you.

Where is this job?
This job is located at San Antonio, TX, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Bachelor's Degree In Finance

  • Accounting

  • Or Related Field

  • Analytical And Problem-Solving Skills

  • Strong Financial Background

  • Ability To Develop And Maintain Long-Term Relationships

  • Knowledge Of Various Financial Markets And Products

  • Ability To Develop And Implement Wealth Management Strategies

  • Proven Track Record Of Successful Client Interaction And Engagement

Required Skills
  • Risk Management

  • Research

  • Financial Planning

  • Negotiation

  • Fundraising

  • Financial Modeling

  • Compliance

  • Risk Analysis

  • Portfolio Management

  • Client Relations

  • Asset allocation

  • Retirement planning

  • Investing

  • Estate Planning

  • Tax Planning

Soft Skills
  • Communication

  • Decision Making

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • Organization

  • Critical thinking

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Wealth Management Advisor in San Antonio, TX, USA is between $37,735 and $136,715. This is dependent on the individual's experience level, qualifications and certifications, as well as the specific company they are employed by.

Additional Information
J.P. Morgan Chase & Co. is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedFebruary 21st, 2023
Apply BeforeMay 22nd, 2025
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About J.P. Morgan Chase & Co.

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is ranked by S&P Global as the largest bank in the United States and the sixth largest bank in the world by total assets, with total assets of US$2.687 trillion.

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