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Wealth Advisor: Private Client & Relationship Builder

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: JPMorganChase
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
A leading financial services firm in San Antonio is looking for a Private Client Advisor to deliver personalized investment solutions and manage client relationships. The successful candidate will possess at least 2 years of experience in financial advisory roles and maintain key licenses, including Series 7 and Series 66. This role emphasizes relationship management and educating clients on financial products and services, while fostering a strong commitment to diversity and inclusion within the workplace.
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