Financial Planner Salaries in Sarasota, FL

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. High School Diploma or GED.

$43,888 - $150,000 a year

As part of a collaborative team overseeing approximately $3 billion in client assets, you will play a key role in portfolio management, implementation, and…

Successful completion of milestones — progressing from Financial Planner Associate to Financial Planner under the mentorship of the Lead Financial Advisor —…

$45,000 - $65,000 a year

Bachelor’s degree in Finance, Business, Economics or related field preferred. The role partners closely with high-net-worth individuals and families to develop…

$125,000 - $175,000 a year

Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.

Review and implement fundings and distributions, review pertinent accounting documentation, and oversee preparation and filing of required court documents.