Wealth Manager / Service Advisor
Sarasota, FL (On-site, with limited travel to area offices)
Compensation: $85,000–$100,000 base + performance bonus
Do not pass up this chance, apply quickly if your experience and skills match what is in the following description.
Our client, a growing, award-winning independent financial services firm is hiring a Wealth Manager / Service Advisor to join their Sarasota-area team.
If you love building relationships and helping clients feel confident about their financial future, we want to talk to you.
Why this role?
- Own and grow a dedicated book of client relationships
- Guide clients across investment (AUM) and annuity solutions
- Join a collaborative, recognition-winning team on a growth trajectory
- Make a real impact through proactive, needs-based client service
What you bring:
- Experience as a relationship manager or service advisor in financial services
- Active Series 65 license
- Strong working knowledge of managed investment accounts and annuity products
- Comfort operating within a firm-owned client xzgxqkn structure, proven marketing system, and seminar-based lead flow
- A team-first attitude — someone committed to winning and doing the right thing
What's offered:
- $85,000–$100,000 base salary, depending on experience
- Performance bonus opportunity
- Health, dental, and vision coverage
- 401(k) with employer match
Wealth Manager in sarasota at Unknown Company
This position is listed as full time and onsite.