Wealth Advisor: Private Client Relationships & Planning

JPMorgan Chase & Co.; Buffalo (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Buffalo, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, while upholding the firm’s commitment to fiduciary excellence and client service.

You will build trusted relationships, coordinate with partners, and educate clients on digital tools and advisor solutions to help them monitor and achieve their financial goals with integrity.

Qualifications

• 2+ years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and maintain clients and integrate with partners.
• Licenses: Series 7 and Series 66 required or to be obtained within 60 days; Life/Health/LTC license required or to be obtained within 60 days.

Responsibilities

• Build a book of business and deliver personalized investment solutions with focus on relationship management.
• Provide holistic financial planning and advice to individuals and families.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity and fiduciary responsibility toward clients.
• Educate clients on technology and channels to better monitor and manage investments.
• Embrace digital innovations to help clients stay digitally confident wherever they bank.

Skills

Client acquisition

Relationship management

Goals-based planning

Ethics and integrity

Education

CFP certification

Bachelor's degree

Job description

JPMorgan Chase & Co. in Buffalo, NY is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, while upholding the firm’s commitment to fiduciary excellence and client service.

You will build trusted relationships, coordinate with partners, and educate clients on digital tools and advisor solutions to help them monitor and achieve their financial goals with integrity.