Wealth Advisor - Sarasota & Manatee Markets (Sarasota Homebase)

Alumni of Leadership Sarasota; Job; On-site; EUR 74,437 - 105,087; Full time

Job summary

Alumni of Leadership Sarasota Wealth Advisor position focuses on guiding clients in the Sarasota and Manatee markets, with the Sarasota Office as the homebase, to provide sound financial advice aligned with clients’ goals and risk tolerance while meeting revenue targets.

The Wealth Advisor builds strong client relationships, supports financial planning and investment advice, and works to meet revenue objectives by finding new clients and collaborating with peers and stakeholders to create

Qualifications

• Client relationship management experience.
• Ability to translate client goals into financial plans.

Responsibilities

• Build and leverage strong client relationships.
• Provide financial planning and investment advice.
• Meet personal, professional, and organizational revenue objectives.
• Find new clients and grow the client base.
• Collaborate with peers and stakeholders to deliver objectives.
• Create investment plans and recommend investments for various entities.

Skills

Client relationship management

Financial planning

Investment advice

Job description

This Wealth Advisor position will play a crucial role in guiding our clients in the Sarasota and Manatee Markets, with the Sarasota Office serving as the homebase location. The role aims to enhance the profitability and value of the Bank and BT Wealth Advisors by providing sound financial advice and counsel consistent with the client’s goals and risk tolerance, and by meeting organizational revenue targets.

The Wealth Advisor builds and leverages strong client relationships, supports the provision of financial planning and investment advice, and works to meet personal, professional, and organizational revenue objectives.

Wealth Advisors are responsible for finding new clients, building relationships, collaborating with peers and key stakeholders, creating investment plans, and recommending investments for individuals, businesses, non‑profit organizations, and other entities.