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Wealth Advisor Private Clients & Holistic Planning
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2025-12-15
Listing for:
JPMorganChase
Full Time
position Listed on 2025-12-15
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Buffalo, NY is seeking a Private Client Advisor to provide comprehensive planning and advice to individuals and families. This role focuses on building client relationships and delivering personalized investment solutions. Ideal candidates will have a minimum of 2 years in a Financial Advisor role, excellent relationship management skills, and the necessary licenses. The firm offers competitive compensation and a commitment to employee growth and diversity.
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