Wealth Planning & Client Advisor

JPMorganChase; City of Rochester (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial services firm in Rochester is seeking a Private Client Advisor to provide financial planning and investment solutions to individuals and families. You will focus on building client relationships and delivering personalized solutions while fostering diversity and inclusion. The ideal candidate has solid experience in financial advising, is results-driven, and holds the necessary licenses. This position offers competitive compensation and comprehensive benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent experience.
• Demonstrated success in client acquisition and maintaining relationships.
• Valid Series 7 and Series 66 licenses required or to be obtained.

Responsibilities

• Provide comprehensive financial planning and investment advice.
• Build a book of business with personalized investment solutions.
• Educate clients on available technology and investment management.

Skills

Client acquisition

Client relationship management

Financial planning

Investment solutions

Education

Bachelor’s degree

CFP® certification

Job description

A leading financial services firm in Rochester is seeking a Private Client Advisor to provide financial planning and investment solutions to individuals and families. You will focus on building client relationships and delivering personalized solutions while fostering diversity and inclusion. The ideal candidate has solid experience in financial advising, is results-driven, and holds the necessary licenses. This position offers competitive compensation and comprehensive benefits.