Top 27 Wealth manager Jobs in Sarasota, Fl

Senior Wealth Advisor
Beacon Pointe Advisors LLC —Sarasota, FL
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Fast Track to Management - Financial Representative
Northwestern Mutual Sarasota-Manatee —Sarasota, FL
- $67,000 - $280,000 a year
- Choose your own hours
- Sales
- Mid-level
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Account Manager, WM Advisory
Northern Trust Corp. —Sarasota, FL
- Full-time
- Mid-level
- Business development
- Continuous improvement
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
Senior Relationship Advisor
Northern Trust Corp. —Sarasota, FL
- Full-time
- 11+ years
- Business development
- Mentoring
Wealth Advisor, Director
BMO Financial Group —Sarasota, FL
- $91,800 - $171,000 a year
- Part-time
- 7 years
- Office
- Team management
- Health insurance
- Tuition reimbursement
5d
Private Wealth Advisor
Professions Inc —Sarasota, FL
- 8 years
- Business development
- Bachelor's degree
Quick Apply
Wealth Management Trainee (FL)
Bankers Life —Sarasota, FL
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
Moors & Cabot Inc —Sarasota, FL
- Full-time
- 7 years
- Sales
- Research
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Suncoast Credit Union —Bradenton, FL
- $60,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Paid holidays
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
Licensed Financial Professional – Life Insurance & Wealth Management
Legacy Grove Group —United States
- $90,000 - $180,000 a year
- Part-time
- Remote
- Mid-level
- Parental leave
- Professional development assistance
Quick Apply
2d

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wealth manager jobs near sarasota, fl

Senior Wealth Advisor

Beacon Pointe Advisors LLC
Sarasota, FL

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Job Details

$125,000 - $175,000 a year

Qualifications

Identifying new business opportunities
New customer acquisition

Full Job Description

Job Description

We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

Build and manage a book of business by developing strong client relationships and providing best-in-class client experience
Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve
Collaborate with internal specialists to deliver integrated solutions
Identify and pursue new business opportunities through referrals, networking, and strategic outreach

Qualifications

5+ years of experience as a Financial Advisor or Wealth Advisor
Proven track record of client acquisition and asset growth
Background in a wirehouse, independent broker-dealer, bank, or RIA environment
Financial planning experience preferred
CFP®, CFA, or other professional designations preferred
Bachelor’s degree in Finance, Business, Economics or related field preferred
Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Our goal is to provide experienced advisors who are considering transitioning their practice with the opportunity to learn more about the firm. For more information on Beacon Pointe's wealth advisory services, please visit: www.beaconpointe.com.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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wealth manager jobs in sarasota, fl

Senior Wealth Advisor

Fast Track to Management - Financial Representative

Account Manager, WM Advisory

PWM Private Wealth Advisor

Senior Relationship Advisor

Wealth Advisor, Director

Private Wealth Advisor

Wealth Management Trainee (FL)

Financial Advisor

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

Licensed Financial Professional – Life Insurance & Wealth Management

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