Wealth Advisor: Holistic Planning & Digital Tools

JPMorgan Chase & Co.; Buffalo (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. in Buffalo, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build relationships, deliver tailored investment solutions, and partner with bankers to deepen client relationships.

You will educate clients on technology-enabled channels, maintain high ethical standards, and act with integrity while supporting diverse teams and a client‑first mindset.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven success in client acquisition, cultivation and maintenance of client relationships, and integration with key partners.
• Must hold or obtain within 60 days: Series 7, Series 66 (63/65) licenses, and Life, Health and Long Term Care Insurance licenses.

Responsibilities

• Build a book of business and deliver personalized investment solutions through leadership and relationship-building skills.
• Support teammates and bank goals while fostering a culture of diversity.
• Demonstrate deep understanding of financial markets and sound business judgement.
• Exhibit integrity and do right by clients at every opportunity.
• Educate clients on technology and channels to monitor and manage investments.
• Provide a holistic view of clients' needs and financial coaching beyond investments.
• Embrace digital tools to help clients be more digitally confident and use banking channels.

Skills

Client relationship management

Goals-based financial planning

Investment knowledge

Regulatory compliance

Education

Bachelor's degree

CFP certification preferred

Tools

Series 7 license

Series 66 license

Life/Health/LTC license

Job description

JPMorgan Chase & Co. in Buffalo, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families. You will build relationships, deliver tailored investment solutions, and partner with bankers to deepen client relationships.

You will educate clients on technology-enabled channels, maintain high ethical standards, and act with integrity while supporting diverse teams and a client‑first mindset.