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Wealth Advisor - Holistic, Client-First Planning

Aumni

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. #J-18808-Ljbffr Aumni

Vacancy posted 2 days ago
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