Wealth Manager

The Well; Town of Florida (NY); On-site; USD 85,000 - 100,000; Full time

Job summary

The Well in Sarasota, FL is seeking a Wealth Manager / Service Advisor to join our growing team. On-site role with travel to Venice and The Villages, offering a base salary of $85,000–$100,000 plus performance bonus and a collaborative, client-focused environment.

You will own and grow a dedicated book of client relationships, guide clients across investment and annuity solutions, and participate in a proven marketing system and seminar-based lead flow.

Qualifications

• Experience as a relationship manager or service advisor in financial services.
• Strong presentation and closing skills.
• Knowledge of managed investment accounts and annuity products.
• Comfort operating within a firm-owned client structure, proven marketing system, and seminar-based lead flow.
• Team-first attitude and client-focused approach.

Responsibilities

• 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.

Skills

Relationship management

Closing skills

Investments & annuities

Lead generation system

Team player

Job description

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