Private Client Advisor: Wealth Planning & Solutions
Job in
Buffalo, Erie County, New York, 14266, USA
Listed on 2026-07-13
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.
You will help clients deepen relationships through personalized investment solutions and a client‑centered experience. Requirements include at least 2 years as a Financial Advisor, and active Series 7 and Series 66 licenses, plus Life, Health, and Long‑Term Care insurance licenses (or obtain within 60 days).
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