Wealth Advisor – Director

Jobtailor; Sarasota (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor in Sarasota, FL seeks a seasoned wealth management professional to serve as the primary relationship manager for high-net-worth and ultra-high-net-worth clients, delivering integrated banking, investment, credit, lending, and holistic financial planning advice.

You will coordinate multidisciplinary teams to craft and execute client solutions, identify growth opportunities, cross-sell, and deepen client relationships while driving acquisition strategies with Retail, Commercial, and

Qualifications

• 7+ years of relevant experience in wealth management or related fields.
• MBA certification and CFP preferred.
• Extensive knowledge of wealth management, banking products, and client service.

Responsibilities

• Serve as the primary relationship manager for high-net-worth clients.
• Deliver integrated banking, investment, credit, lending, and holistic financial planning advice.
• Coordinate multidisciplinary teams to craft and execute client solutions.
• Identify growth opportunities, cross-sell, and deepen existing client relationships.
• Lead acquisition strategies with Retail, Commercial, and Capital Markets.

Skills

Strategic relationship management

Business development

Financial planning

Client service

Networking

Problem solving

Leadership

Education

MBA Certification

Certified Financial Planner

Tools

Regulatory Compliance

Data Analysis

Job description

• Serve as the primary relationship manager for high-net-worth and ultra-high-net-worth clients


• Deliver integrated banking, investment, credit, lending, and holistic financial planning advice


• Coordinate multidisciplinary teams to craft and execute client solutions


• Identify growth opportunities, cross-sell, and deepen existing client relationships


• Drive complex acquisition strategies through partnerships with Retail, Commercial, and Capital Markets


• Develop and execute regional business development strategies, sales targets, and sales results


• Build internal and external networks and referral sources


• Create business proposals, relationship plans, financial plans, and client reviews


• Lead annual client reviews and produce client value and retention reports


• Ensure timely execution of transactions and requests


• Advise senior leaders on strategy and new initiatives


• Serve as a subject matter expert on regulations, policies, wealth solutions, and products


• Manage resources and lead strategic initiatives to achieve business and financial goals


• Analyze strategic problems, data, and information to provide insights and recommendations


• Monitor performance, address issues, and produce regular and ad-hoc reports and dashboards


• Build and lead change management plans and activities


• Lead operational programs and adapt execution to ensure quality


• Mentor junior team members and oversee tools and training implementation


• Coordinate all aspects of clients’ financial needs as the central point of contact


• Provide credit facilities, mortgages, liquidity strategies, investment portfolios, and wealth planning strategies


• Collaborate with tax, trust, and insurance specialists


• Ensure regulatory, legal, ethical, and risk-management compliance


• Conduct regular reviews of progress toward financial objectives

Requirements

• Typically 7+ years of relevant experience


• Post-secondary degree in a related field of study, or equivalent combination of education and experience


• MBA certification preferred


• Certified Financial Planner preferred


• Experience dealing with HNW clients and equivalent knowledge base


• Broad knowledge of all facets of wealth management


• In-depth/expert knowledge of bank products, services, and capabilities


• Seasoned professional with a combination of education, experience, and industry knowledge


• Advanced proficiency in strategic relationship management


• Advanced proficiency in networking


• Advanced proficiency in business development


• Advanced commercial acumen


• Advanced proficiency in financial planning


• Advanced proficiency in client service


• Advanced proficiency in collaboration


• Advanced proficiency in customer service
  
• Advanced proficiency in problem solving

Core Competencies

Demonstrates expertise in wealth management, strategic relationship management, and business development, with a strong focus on delivering integrated financial solutions for high-net-worth clients. Proven ability to lead multidisciplinary teams, ensure compliance, and drive client retention through effective communication and problem-solving.

Highest-signal resume keywords

• Wealth Management Expertise


• Strategic Relationship Management


• Business Development


• Financial Planning


• Client Service

ATS Optimization Keywords

Hard Skills

• Financial Planning


• Wealth Planning Strategies


• Investment Portfolios


• Credit Facilities


• Mortgages


• Liquidity Strategies


• Data Analysis


• Regulatory Compliance


• Change Management


• Sales Targets

Soft Skills

• Networking


• Collaboration


• Problem Solving


• Client Service


• Mentoring

Certifications & Qualifications

• MBA Certification


• Certified Financial Planner

Industry Keywords

• High-Net-Worth Clients


• Ultra-High-Net-Worth Clients


• Integrated Banking


• Investment


• Credit


• Lending


• Holistic Financial Planning


• Client Reviews


• Business Development Strategies


• Operational Programs