Wealth Management Specialist, Sr. jobs in Sarasota, FL

Overview: We are seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment advice to clients. This is an excellent opportunity for individuals who are passionate about helping others achieve their financial goals. Duties: - Build and maintain strong relationships with clients, providing personalized financial advice and guidance - Conduct thorough financial assessments to understand clients' current financial situations and future goals - Develop and implement customized financial plans based on clients' needs and risk tolerance - Provide recommendations on investment strategies, asset allocation, retirement planning, and estate planning - Monitor clients' portfolios and make adjustments as needed to ensure alignment with their goals - Stay up-to-date on market trends, investment products, and industry regulations - Collaborate with other professionals, such as tax advisors and attorneys, to provide holistic financial solutions - Conduct regular reviews with clients to assess progress towards their goals and make necessary adjustments Experience: - Proven experience in customer relationship management within the financial services industry - Strong knowledge of wealth management principles and practices - Demonstrated track record of success in financial sales and account management - Technical accounting skills with the ability to analyze complex financial information - Proficient in financial analysis techniques and tools - Excellent sales and negotiation skills - Familiarity with corporate accounting principles - Ability to conduct thorough research on investment opportunities - Knowledge of tax regulations related to investments If you are a dedicated professional with a passion for helping individuals achieve their financial aspirations, we invite you to apply for this position. We offer competitive compensation packages, including base salary plus commission, as well as opportunities for career advancement. Note: All positions at our company are paid positions, including internships.

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance

Compensation package:

• Bonus opportunities
• Commission pay
• Employee stock purchase plan
• Profit sharing
• Signing bonus

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Ability to Relocate:

• Sarasota, FL 34233: Relocate before starting work (Required)

Work Location: In person