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Financial Advisor Financial Consultant

Wealth Management Licensed Investment Specialist - Hybrid

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
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 seeks a Licensed Investment Professional to assist clients with brokerage accounts. This role requires valid Series 7 and 63 licenses, with a strong focus on customer service. Candidates should have 2 years of relevant experience and the ability to thrive in a fast-paced environment. The position includes onsite training transitioning to a hybrid work model.

Clear communication and compliance knowledge are essential for managing client inquiries effectively.
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