Wealth Manager

We present to you a unique opportunity for a seasoned advisor to join a growing RIA with uncapped earning potential!

Job Summary:
We are seeking a skilled and experienced Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing comprehensive financial planning and investment management services to our clients. You will work closely with clients to understand their financial goals and develop personalized strategies to help them achieve their objectives. This is an excellent opportunity for a motivated individual who is passionate about finance and enjoys building long-term client relationships.

Duties:
- Conduct thorough financial assessments of clients' current financial situations
- Develop customized financial plans based on clients' goals, risk tolerance, and time horizon
- Provide investment advice and recommendations to clients
- Monitor and manage clients' investment portfolios
- Stay up-to-date with market trends and economic conditions
- Collaborate with other professionals, such as attorneys and accountants, to provide comprehensive wealth management solutions
- Maintain strong client relationships through regular communication and meetings
- Assist clients with estate planning, including wills, trusts, and estate law considerations

Experience:
- Bachelor's degree in finance, accounting, or a related field (Master's degree preferred)
- Proven experience in wealth management or a related field
- Strong knowledge of financial analysis, portfolio management, and customer relationship management
- Familiarity with corporate accounting and public accounting principles
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Professional certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred

Requirements:

- Series 7 & 65

- Have a book of at least $25 million in liquid assets.

If you are a dedicated professional with a passion for helping clients achieve their financial goals, we would love to hear from you. Apply today to join our dynamic team of Wealth Managers.

Disclosure:

To the best of our knowledge, the employers whom we recruit for are equal opportunity employers that do not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors. Please be aware that all hiring decisions and related potential employee interviews, screening, detailed information requests, etc. are performed by the applicable potential employer or its agent. Our services are limited to collecting sufficient details to schedule an interview for a potential employee.

Job Types: Full-time, Part-time, Contract

Pay: $150,000.00 - $600,000.00 per year

Compensation package:

• Bonus opportunities
• Commission pay
• Signing bonus

Work setting:

• Hybrid work

Ability to Relocate:

• Sarasota, FL 34236: Relocate before starting work (Required)

Work Location: Hybrid remote in Sarasota, FL 34236