J.P. Morgan Wealth Management – Private Client Advisor – Buffalo, NY
Buffalo, New York, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or 63/65) active; life, health and long-term care insurance license; goals-based planning and client acquisition skills.
Northwestern Mutual: Provides life insurance and financial planning services to clients.
Bachelor's degree in finance, business, or a related field preferred. Strong communication, interpersonal, analytical, and relationship-building skills required; insurance experience is not mandatory.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; detail-oriented, strong Microsoft Office skills, willingness to obtain securities licenses (Series 7/63/65/66). High school diploma required; college preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Retail beauty advisor with passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), basic math/computer skills, and ability to lift up to 50 lbs.
Northwestern Mutual: Provides life insurance, financial planning, and investment services.
Bachelor's degree, entrepreneurial ambitions, relationship-building or client-facing success, time-management, communication, critical thinking, motivation, and legal US work authorization without sponsorship.
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, strong communication, product knowledge, ability to lift up to 50 lbs, availability for nights, weekends and holidays.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail, hospitality, or client-service experience preferred; requires strong communication, product learning, teamwork, reliability, and ability to lift up to 50 pounds.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
Retail, hospitality, or client-focused service experience preferred; requires excellent communication, product learning ability, teamwork, reliability, and ability to lift up to 50 pounds.
1+ YOEBachelor's degree, 1+ year sales/business development experience, FINRA registration or preparation for Series 7/66/SIE, strong prospecting and networking skills, entrepreneurial mindset, and confident client-facing presence.
Hearst: Provides diversified media, information, and business services worldwide.
Experienced B2B sales professional with proven closing and cold-calling skills, ability to meet/exceed sales goals, build client relationships, and use sales tools; Spanish fluency desirable.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Authentic passion for beauty, client-facing retail/service experience, strong communication, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays.
Edward Jones: Provides personalized financial advice and wealth management services.
Provide client service, manage accounts, support financial advisors, handle administrative operations, and use financial and office software. Six-month training is provided.