Top 67 Wealth planning Jobs in Bradenton, Fl

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Sarasota, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Transactional & Estate Planning Associate Attorney
Orion Placement —Bradenton, FL
- $125,000 - $145,000 a year
- Full-time
- Mid-level
- In-person
- 1 year
- Health insurance
- Dental insurance
Quick Apply
5d
Transactional & Estate Planning Associate Attorney
Orion Placement —Sarasota, FL
- $125,000 - $145,000 a year
- Full-time
- Mid-level
- In-person
- 1 year
- Health insurance
- Dental insurance
Quick Apply
5d
Financial Analyst - AI Trainer
DataAnnotation —Gulfport, FL
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Financial Analyst - AI Trainer
DataAnnotation —Sarasota, FL
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Remote Accountant - AI Trainer
DataAnnotation —Saint Petersburg, FL
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Wealth Technology Specialist
Vaco by Highspring —Saint Petersburg, FL
- $95,000 - $100,000 a year
- Microsoft Excel
- Mid-level
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
12d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Sarasota, FL
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
PWM Private Wealth Advisor
U.S. Bank National Association —Sarasota, FL
- $124,695 - $175,000 a year
- Full-time
- Office
- 8 years
- Business development
- Paid holidays
- Disability insurance
Wealth Technology Specialist
Dynasty Financial Partners, LLC —Saint Petersburg, FL
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
Estate Planning Paralegal
Berlin Patten Ebling, PLLC —Saint Petersburg, FL
- $36 - $48 an hour
- Email
- Spanish
- 5 years
- English
- Paid holidays
- Health insurance
Quick Apply
9d
Client Service Specialist
Heritage Consultants LLC —Sarasota, FL
- $55,000 - $85,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Writing skills
- Office
Quick Apply
5d
Sr Wealth Advisor-Team Leader
Canandaigua National Bank & Trust Co —Sarasota, FL
- $125,500 - $155,500 a year
- Full-time
- Office
- Business development
- Bachelor's degree
Quick Apply
Private Wealth Advisor
Professions Inc —Sarasota, FL
- 8 years
- Business development
- Bachelor's degree
Quick Apply
AVP, Financial Planning Experience
Osaic —Saint Petersburg, FL
- $140,000 - $165,000 a year
- Full-time
- Hybrid work
- Office
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
Senior Relationship Advisor
Northern Trust Corp. —Sarasota, FL
- Full-time
- 11+ years
- Business development
- Mentoring
3d
Partner Engagement Office Manager/Staff Officer - TS/SCI
Parsons —Macdill AFB, FL
- $74,800 - $130,900 a year
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Paid holidays
Financial Advisor
Suncoast Credit Union —Bradenton, FL
- $60,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Public Affairs Planner - Journeyman
Parsons —Macdill AFB, FL
- $63,600 - $111,300 a year
- Holidays
- 5 years
- Office
- Master's degree
- Wellness program
- Paid holidays
VP, Advisor Engagement
Osaic —Saint Petersburg, FL
- $140,000 - $155,000 a year
- Full-time
- Sales
- Office
- High school diploma or GED
- Health insurance
- Dental insurance

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wealth planning jobs near bradenton, fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Sarasota, FL

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Employee relationship building
Series 7
FINRA License

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Duties & Responsibilities:

· Input orders at the direction of the Financial Advisor(s)

· Onboard new client accounts, which includes the collection of required documentation and client information

· Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date

· Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs through proactive client outreach, strong telephone communication, and professional handling of inbound client inquiries.

· Proactively prepare financial reports, spreadsheets and other materials for client meetings

· Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars

· Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues

· Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

· Bachelor’s Degree in Business or in related field is preferred

· Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial

· Active FINRA Series 7 and 66 (or 63 and 65) licenses required

· Highly detail-oriented with superior organizational skills and ability to prioritize tasks

· Follow-up to ensure resolution and completion of tasks

· Provide a high level of customer service in a calm, courteous and professional manner.

· Establish and maintain effective working relationships at all levels of the organization.

· Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems

· Team player with the ability to collaborate with others

· Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Market Business Director

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

wealth planning jobs in bradenton, fl

Registered Client Administrative Manager

Transactional & Estate Planning Associate Attorney

Transactional & Estate Planning Associate Attorney

Financial Analyst - AI Trainer

Financial Analyst - AI Trainer

Remote Accountant - AI Trainer

Wealth Technology Specialist

Senior Wealth Advisor

PWM Private Wealth Advisor

Wealth Technology Specialist

Estate Planning Paralegal

Client Service Specialist

Sr Wealth Advisor-Team Leader

Private Wealth Advisor

AVP, Financial Planning Experience

Senior Relationship Advisor

Partner Engagement Office Manager/Staff Officer - TS/SCI

Financial Advisor

Public Affairs Planner - Journeyman

VP, Advisor Engagement

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