J.P. Morgan Wealth Management – Private Client Advisor – Buffalo, NY

Build a book of business and deliver personalized investment solutions to clients by relying on leadership and relationship-building skills. Provide a holistic view of clients' needs and financial coaching beyond investments, demonstrating a deep understanding of financial markets and sound business judgement. Champion teammates' success while fostering a culture of diversity, and exhibit unwavering integrity by doing right by clients at every opportunity. Educate clients on available technology and channels to help them monitor and manage their investments effectively. This role requires at least two years in a Financial Advisor role, a valid Series 7, and Series 66/65 licenses. Candidates must obtain Life, Health, and Long Term Care Insurance licenses within 60 days of starting. Preferred qualifications include CFP® certification and a Bachelor's degree.