JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor – Canandaigua, NY
$64K
Canandaigua, NY · Full-time · Posted Aug 17, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and investment advice to individuals and families, building client relationships and a book of business through personalized solutions and partner referrals.
What you'll do
- Build a book of business and deliver personalized investment solutions, focusing on relationship management rather than portfolio management.
- Provide holistic financial coaching and educate clients about investment technology and digital banking channels.
- Support teammates and bank goals while acting with integrity and demonstrating financial-market knowledge.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, client relationship management, and integrating with key partners.
- Demonstrated ability and commitment to goals-based planning and advice.
- Active Series 7; active Series 66 (63/65) and Life, Health and Long Term Care Insurance licenses, or obtain them within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
$64,380-$64,380 USD base salary
Model-written summary · the original posting is authoritative