VP, Retirement Plan External Advisor – Northeast
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-01-19
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Banking & Finance, Regulatory Compliance Specialist
Job Description & How to Apply Below
A leading global asset management firm is seeking an External Retirement Plan Client Advisor in Rochester, NY. This role involves supporting Financial Advisors in promoting Everyday 401(k) solutions, managing client relationships, and closing sales. The ideal candidate will have a Bachelor's degree, Series 7 and 63 licenses, and at least 3 years of wholesaling experience. Competitive salary and comprehensive benefits included.
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