Wealth Manager Salaries in Sarasota, FL

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.

Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration.

$124,695 - $175,000 a year

Manage an assigned account base of sophisticated wealth management clients by working closely with client service teams, clients, and their professional…

Oversees the design, development, and implementation of tools and training required to deliver business results. Certified Financial Planner is preferred.

$91,800 - $171,000 a year

5 days ago

Ability to profile clients and create tailored strategies. Act of 2008 and Regulation Z, including a background and credit check.