Wealth Advisor - Holistic, Client-First Planning
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-10-07
Listing for:
Aumni
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
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.
We have an opening for a Wealth Advisor
- Holistic, Client-First Planning in City of Rochester, NY, United States within Finance. We aim to respond to suitable candidates as soon as possible. Full responsibilities and requirements are described in the listing above. Learn more about the Wealth Advisor
- Holistic, Client-First Planning role in the description above.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×