About this role
J.P.Morgan Wealth Management - Private Client Advisor - Greater Sarasota at 008523-JPMS-GLOBAL MERGERS & ACQUIS. Location: Sarasota or Sarasota. Role: Build client relationships, Provide financial guidance, Educate clients on digital channels Requirements: Minimum 2 years in financial advisor role; active Series 7 and Series 66 licenses; Life, Health, and Long-Term Care licenses; CFP preferred; Bachelor's degree preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66 (63/65), life insurance, health insurance, long-term care Commitment: Full Time Workplace: Onsite Languages: English