JPMorgan Chase
J.P. Morgan Wealth Management – Private Client Advisor – East Aurora, NY
$64K
East Aurora, NY · Full-time · Posted Aug 17, 2026
- Experience
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Education
- Bachelor’s degree preferred.
About the job
Provides comprehensive financial planning and personalized investment advice to individuals and families, building client relationships and delivering an exceptional investor experience.
What you'll do
- Build a book of business and provide personalized investment solutions, focusing on relationship management rather than portfolio management.
- Educate clients about financial technology and provide holistic financial coaching beyond investments.
- Develop client relationships and support teammates and the bank’s goals while fostering diversity.
What they ask for
- At least 2 years in a Financial Advisor role or equivalent financial services experience.
- Demonstrated success in client acquisition, relationship management, and integration 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
USD $64,380-$64,380 base salary
Model-written summary · the original posting is authoritative