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Private Wealth Advisor - Holistic Planning
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2025-12-31
Listing for:
JPMorganChase
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Buffalo is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The ideal candidate will have at least 2 years of experience in a financial advisor role and a passion for client relationships. Responsibilities include building a book of business and fostering strong client interactions through innovative digital solutions. The role offers a competitive salary, alongside benefits that support employee well-being and a commitment to diversity and inclusion.
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