Top 47 Wealth planning Jobs in Sarasota, 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
Financial Analyst - AI Trainer
DataAnnotation —Sarasota, FL
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Sarasota, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
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
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
Client Support Specialist
HBK Sorce Financial LLC —Sarasota, FL
- Full-time
- Microsoft Excel
- Office
- Finance
- Profit sharing
- Paid holidays
Quick Apply
6d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Sarasota, FL
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Staff Appraiser
Velox Valuations —Sarasota, FL
- $57,000 - $120,000 a year
- Mid-level
- Residential
- Communication skills
- Health insurance
- 401(k)
Senior Relationship Advisor
Northern Trust Corp. —Sarasota, FL
- Full-time
- 11+ years
- Business development
- Mentoring
3d
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
Private Wealth Advisor
Professions Inc —Sarasota, FL
- 8 years
- Business development
- Bachelor's degree
Quick Apply
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
Financial Advisor
Northwestern Mutual —Sarasota, FL
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Senior Relationship Strategist - PNC Private Bank
PNC Financial Services Group —Sarasota, FL
- Full-time
- Office
- Master's degree
- 8 years
- Wellness program
- Health savings account
Financial Advisor
Suncoast Credit Union —Bradenton, FL
- $60,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Financial Advisor
Moors & Cabot Inc —Sarasota, FL
- Full-time
- 7 years
- Sales
- Research
- Disability insurance
- Health insurance
Quick Apply
Logistics Commodity Manager
MI Windows and Doors LLC —Nokomis, FL
- $100,000 - $123,000 a year
- Full-time
- Mid-level
- Residential
- Bachelor's degree
- Store discount
- Paid holidays
Quick Apply
Senior Accountant
Sound Decisions —Venice, FL
- $70,000 - $115,000 a year
- Full-time
- Hybrid work
- CPA
- Mid-level
- Office
Quick Apply
Sr Analyst Treasury
PGT Industries —Nokomis, FL
- $98,000 - $125,000 a year
- Full-time
- Oracle
- 5 years
- Office
- Store discount
- Paid holidays
Quick Apply
Premier Advisor - Sarasota, FL
Truist Bank —Sarasota, FL
- Full-time
- Background check
- English
- Office
- AD&D insurance
- Paid holidays

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wealth planning jobs near sarasota, 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 sarasota, fl

Registered Client Administrative Manager

Financial Analyst - AI Trainer

Financial Services Professional - Hybrid Remote (FL)

Fast Track to Management - Financial Representative

Client Service Specialist

Client Support Specialist

Senior Wealth Advisor

Staff Appraiser

Senior Relationship Advisor

PWM Private Wealth Advisor

Private Wealth Advisor

Sr Wealth Advisor-Team Leader

Financial Advisor

Senior Relationship Strategist - PNC Private Bank

Financial Advisor

Financial Advisor

Logistics Commodity Manager

Senior Accountant

Sr Analyst Treasury

Premier Advisor - Sarasota, FL

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