JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor – Buffalo, NY
$62K
Buffalo, NY · Full-time · Posted Jul 7, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families while building client relationships and delivering an exceptional investor experience.
What you'll do
- Build a book of business and deliver personalized investment solutions with a focus on relationship management rather than portfolio management.
- Provide holistic financial coaching, goals-based advice, and referrals to Chase partners.
- Educate clients about digital tools and channels for managing investments and banking.
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 working with key partners.
- Valid and active Series 7; Series 66 (63/65) license, or obtain within 60 days of starting.
- Life, Health and Long Term Care Insurance license, or obtain within 60 days of starting.
Nice to have
- Certified Financial Planning (CFP®) certification.
- Bachelor’s degree.
Pay
USD $62,353.20-$62,353.20 base salary
Model-written summary · the original posting is authoritative