Top 20 Wealth manager Jobs in Lakeland, Fl

Vice President of Financial Sales
Fisher Investments —Tampa, FL
- Mid-level
- Office
- No travel
- Paid holidays
- Health insurance
J.P.Morgan Wealth Management - Private Client Advisor - Wesley Chapel and Zephyrhills, FL
JPMorganChase —Zephyrhills, FL
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Financial Advisor - Lakeland, FL
TD Bank —Lakeland, FL
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Wealth Management Trainee (FL)
Bankers Life —Lakeland, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Brandon, FL
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Private Wealth Advisor/Client Advisor Private Bank
Professions Inc —Tampa, FL
- 8 years
- Business development
- Bachelor's degree
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Financial Advisor - Lakeland, FL
TD Bank —Lakeland, FL
Satisfactory results on a criminal background check, credit report check, civil litigation search, and regulatory agency or self-regulatory organization…
$72,280 - $108,160 a year
Financial Advisor - Tampa, FL
Florida Financial Advisors —Tampa, FL
Associate’s degree in business or industry-related field. Maintain strong relationship with clients, helping them track their progress over time.
From $100,000 a year
Quick Apply

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Asset Management, Securitized Private Credit Analyst - Associate/Vice President
JPMorganChase —Columbus, OH
Strong understanding of ABF credit and legal terminology, markets, underwriting corporate/securitized credit, including experience in credit and legal…
$150,000 - $222,000 a year
Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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wealth manager jobs near lakeland, fl

Vice President of Financial Sales

Fisher Investments -
Tampa, FL

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Job Details

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Wealth management
Financial sales
Serving clients
Mid-level
Initial Contact (sales skills)
Financial needs assessment
Telemarketing
Customer interaction during outreach
Client interaction via phone calls

Full Job Description

Looking for a role in financial services that is 100% sales-focused, offers uncapped performance-based compensation? Fisher Investments is hiring! Take your next step in your financial sales career by joining our privately-held, multi-billion dollar global investment firm as a Vice President, Financial Sales. We put our clients first as we aim to better the investment universe.

The Opportunity:

You will be the voice of Fisher Investments to prospective clients. While you focus solely on sales, you will be supported by dedicated teams in sales support, client service, marketing, research and more. In addition to dedicated support, ongoing development resources are available, to ensure your success. No cold-calling or prospecting – warm leads provided through Fisher Investments’ marketing efforts. This is a full-cycle sales role focused on wealth management of high-net-worth individuals. This is an in-office job located in Tampa, FL.

The Day-to-Day:

Review prospects' personal financial situation and provide solutions
Educate prospective clients on the competitive landscape
Benefit from ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management with defined upward career trajectory
No travel is required as this position is focused on phone-based sales or virtual connections

Your Qualifications:

2+ years experience working in financial services preferred
Quantifiable track record of success
Success persuading and educating prospects

Compensation:

This is a commission-first position with uncapped earning potential. Base pay provided for the first 2 years, gradually moving to a fully commissioned role. Monthly commission is a percentage of estimated first year’s management fees.

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Apply Now

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wealth manager jobs in lakeland, fl

Vice President of Financial Sales

J.P.Morgan Wealth Management - Private Client Advisor - Wesley Chapel and Zephyrhills, FL

Financial Advisor - Lakeland, FL

Wealth Management Trainee (FL)

Financial Advisor

Private Wealth Advisor/Client Advisor Private Bank

Relationship Manager – Private Wealth & Tax Solutions

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