Wealth Manager
Wealth Manager / Service Advisor
Sarasota, FL (On-site, with travel to Venice and The Villages)
Compensation: $85,000–$100,000 base + performance bonus
Our client — a growing, award-winning independent financial services firm based in South Florida — is hiring a Wealth Manager / Service Advisor to join their Sarasota-area team.
This firm has been named a Best Financial Advisory Firm by USA Today and Statista, recognized as a Fastest-Growing Company for three years running, and is Great Place to Work Certified. If you love building relationships and helping clients feel confident about their financial future, we want to talk to you.
Why this role?
- Own and grow a dedicated book of client relationships
- Guide clients across investment (AUM) and annuity solutions
- Join a collaborative, recognition-winning team on a growth trajectory
- Make a real impact through proactive, needs-based client service
What you bring:
- Experience as a relationship manager or service advisor in financial services
- Strong presentation and closing skills — you know how to turn a warm lead into a client
- Strong working knowledge of managed investment accounts and annuity products
- Comfort operating within a firm-owned client structure, proven marketing system, and seminar-based lead flow
- A team-first attitude — someone committed to winning and doing the right thing
What's offered:
- $85,000–$100,000 base salary, depending on experience
- Performance bonus opportunity
- Health, dental, and vision coverage
- 401(k) with employer match
Investment Management and Financial Services
Other
Full-time