Wealth Advisor - Holistic, Client-First Planning

Aumni; City of Rochester (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

J.P. Morgan Chase seeks a Private Client Advisor in Rochester, NY to deliver tailored financial advice and develop client relationships. The role requires at least 2 years of experience in financial advising, proficiency in client acquisition, and holding relevant licenses (Series 7, Series 66). Preferred qualifications include a Bachelor’s degree and CFP certification. This position offers a competitive rewards package, including health care, retirement savings, and a commitment to diversity and inclusion.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid and active Series 7 and Series 66 licenses are required.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Build a book of business and deliver personalized investment solutions.
• Educate clients on available technology to monitor their investments.

Skills

Client acquisition

Relationship management

Financial planning

Investment solutions

Education

Bachelor’s degree

Certified Financial Planner (CFP)

Job description

J.P. Morgan Chase seeks a Private Client Advisor in Rochester, NY to deliver tailored financial advice and develop client relationships. The role requires at least 2 years of experience in financial advising, proficiency in client acquisition, and holding relevant licenses (Series 7, Series 66). Preferred qualifications include a Bachelor’s degree and CFP certification. This position offers a competitive rewards package, including health care, retirement savings, and a commitment to diversity and inclusion.