Wealth Advisor: Private Client Solutions

Testing Site - JPMC; City of Rochester (NY); Sur place; USD 60 000 - 73 000; Plein temps

Résumé du poste

J.P. Morgan Wealth Management in Rochester, NY is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families.

You will build a client book, provide tailored investment solutions, and collaborate with partners to deepen client relationships. The role requires at least 2 years in financial advisory, active Series 7 and Series 66 licenses (or obtaining within 60 days), and Life/Health/LTC licensing.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.
• Valid and active Series 7 license.
• Valid Series 66 license required or must be obtained within 60 days.
• Valid Life, Health and Long Term Care Insurance licenses or must be obtained within 60 days.

Responsabilités

• Build a book of business and deliver personalized investment solutions through relationship management.
• Demonstrate deep understanding of financial markets and sound judgment.
• Educate clients on technology and channels to monitor investments.
• Provide holistic view of clients’ needs and financial coaching beyond investments.
• Support teammates and the bank's goals while promoting diversity.
• Embrace digital innovations to help clients be digitally confident.

Connaissances

Financial advisory experience

Client relationships

Goals-based planning

Series 7

Series 66

Licenses (Life/Health/LTC)

Description du poste

J.P. Morgan Wealth Management in Rochester, NY is seeking a Private Client Advisor to offer comprehensive financial planning and investment guidance to individuals and families.

You will build a client book, provide tailored investment solutions, and collaborate with partners to deepen client relationships. The role requires at least 2 years in financial advisory, active Series 7 and Series 66 licenses (or obtaining within 60 days), and Life/Health/LTC licensing.