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

Location: Buffalo, NY, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our Buffalo, NY branch team. In this client-facing role, you will deliver comprehensive financial planning and advisory services to individuals and families, helping them achieve their long-term wealth goals. As a key member of our Wealth Management practice, you will leverage J.P. Morgan's global resources and innovative tools to create personalized investment strategies, manage portfolios, and provide guidance on retirement, education funding, and legacy planning. This position is ideal for a seasoned financial professional passionate about building trusted relationships in a dynamic branch environment, where you'll collaborate with Chase colleagues to offer seamless banking and investment solutions tailored to the Buffalo community's diverse needs. Your day-to-day responsibilities will include conducting in-depth client consultations to assess financial situations, recommending suitable J.P. Morgan products such as diversified investment portfolios and alternative assets, and ensuring all advice aligns with the highest standards of fiduciary duty. You'll proactively engage with clients through scheduled reviews and market updates, while also identifying growth opportunities by networking locally and fostering referrals. Compliance is paramount; you'll adhere to FINRA, SEC, and firm policies to safeguard client interests and maintain the integrity of our advisory services. Success in this role requires a blend of technical expertise in wealth management and exceptional interpersonal skills to inspire confidence among high-net-worth clients. J.P. Morgan Wealth Management is committed to empowering advisors with cutting-edge technology, robust training, and a supportive culture that values work-life balance. In Buffalo, you'll contribute to a vibrant team serving Western New York's growing affluent population, with opportunities to advance within one of the world's leading financial institutions. If you thrive in a goal-oriented setting and are driven by client success, this role offers a rewarding path to professional growth and impact.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families, tailoring strategies to their unique goals and risk tolerances
• Develop and maintain long-term relationships with private clients through regular consultations, portfolio reviews, and proactive outreach
• Identify opportunities to deepen client relationships by recommending J.P. Morgan Wealth Management products such as investment portfolios, retirement planning, and estate strategies
• Collaborate with branch teams, including bankers and specialists, to deliver holistic financial solutions integrated with Chase banking services
• Conduct financial needs assessments, analyze client portfolios, and implement customized investment recommendations using J.P. Morgan's proprietary tools
• Ensure compliance with all regulatory requirements, including FINRA, SEC, and internal J.P. Morgan policies, while documenting client interactions
• Prospect for new clients within the Buffalo community through networking, referrals, and branch events
• Monitor market trends and economic conditions to adjust client strategies and provide timely insights
• Educate clients on wealth management topics, including tax-efficient investing and philanthropy options
• Track and report on key performance metrics, such as assets under management and client satisfaction scores

Required Qualifications

• Bachelor's degree in finance, business administration, economics, or a related field
• Active and valid Series 7 and Series 66 (or 63 and 65) securities licenses
• Minimum of 3-5 years of experience in financial services, wealth management, or client advisory roles
• Proven track record of building and maintaining client relationships in a retail banking or investment advisory environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance in the wealth management industry
• Ability to work in a branch-based setting in Buffalo, NY, with flexibility for local travel
• Clean background check and compliance with FINRA and SEC regulations

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan Chase products and services, including Chase Wealth Management solutions
• Bilingual proficiency in English and Spanish to serve diverse client bases in Buffalo
• Prior success in meeting sales targets and growing assets under management (AUM)
• Knowledge of local economic trends and community networks in Western New York

Required Skills

• Financial analysis and portfolio management
• Investment product knowledge (stocks, bonds, mutual funds, ETFs)
• Client relationship building and retention
• Sales and consultative advising techniques
• Regulatory compliance and risk management
• Proficiency in financial planning software (e.g., Morningstar, Bloomberg terminals)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Time management and organizational abilities
• Empathy and active listening for client needs
• Networking and business development
• Knowledge of tax and estate planning basics
• Data interpretation from market reports
• Team collaboration in a branch environment
• Adaptability to economic and regulatory changes

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses tied to client acquisition and AUM growth
• Comprehensive health, dental, and vision insurance with low employee premiums
• 401(k) retirement savings plan with generous company matching contributions up to 6% of eligible pay
• Paid time off including vacation, sick days, and parental leave, plus 11 paid holidays
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement for certifications
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships, mental health support, and onsite fitness facilities at select locations
• Relocation assistance for eligible candidates moving to the Buffalo area

JP Morgan Chase is an equal opportunity employer.