Private Wealth Advisor for High‑Impact Clients
JPMorgan Chase & Co.
14 days+
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Benefits offered by this job
Job summary
A leading financial services firm in Rochester, NY is seeking a Private Client Advisor to deliver personalized investment solutions and holistic financial planning to clients. Candidates should have at least 2 years of experience in a financial advisor role and hold relevant licenses. This role emphasizes relationship management and integrity while embracing digital innovations that enhance client service. A commitment to diversity and a supportive workplace environment is also a key aspect of the role.
Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition and maintaining client relationships.
- Commitment to goals-based planning and advice.
Responsibilities
- Build a book of business and deliver personalized investment solutions.
- Maintain a culture of diversity and support teammates’ success.
- Provide a holistic view of clients’ needs beyond investments.
Skills
Client acquisition
Relationship management
Financial market understanding
Integrity
Digital confidence
Education
Valid Series 7 license
Valid Series 66 license
Life, Health and Long Term Care Insurance license
Tools
Financial planning software
Job description
A leading financial services firm in Rochester, NY is seeking a Private Client Advisor to deliver personalized investment solutions and holistic financial planning to clients. Candidates should have at least 2 years of experience in a financial advisor role and hold relevant licenses. This role emphasizes relationship management and integrity while embracing digital innovations that enhance client service. A commitment to diversity and a supportive workplace environment is also a key aspect of the role.
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