Platform Solutions Advisor: Tax‑Smart RIAs
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-17
Listing for:
J.P. Morgan Asset Management
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Location: City of Rochester
A leading financial services firm is seeking a Platform Solutions Client Advisor to collaborate with clients for growth solutions. This role focuses on tax management and investment solutions, requiring extensive experience in asset management and strong interpersonal skills. Responsibilities include driving new business, promoting investment solutions, and managing relationships with client firms. The ideal candidate has over 10 years of experience in sales/client engagement and a deep understanding of tax loss harvesting strategies.
The position offers full-time employment with competitive compensation.
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