J.P. Morgan Wealth Management – Private Client Advisor - Rochester, NY
On-site · Rochester, New York, United States
Job Summary
Private Client Advisor in Chase Wealth Management builds a book of business and delivers personalized investment solutions to individuals and families, leveraging relationship-building skills, knowledge of financial markets, and technology to provide holistic financial coaching and an exceptional client experience; role emphasizes integrity, client service, and collaborating with partners to meet clients' financial needs, with a focus on leveraging digital innovations and a broad investment product platform; location is Rochester, NY, and the position requires Series 7/66 licenses and Life/Health/LTC licenses (or acquisition within 60 days) to provide investment and insurance solutions.
Required Qualifications
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
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