Wealth Advisor - Sarasota & Manatee Markets (Sarasota Homebase)

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. It is the goal of the Wealth Advisor 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 to meet organizational revenue targets. The Wealth Advisor enhances and leverages strong client relationships building skills in connection with the provision of financial planning and investment advice to clients while meeting personal, professional, and organizational revenue goals. Wealth Advisors are responsible for finding new clients, building relationships and collaborating with peers and key stakeholders, creating investment plans and recommending investments for individuals, business and non-profit organizations and others. To learn more or apply, https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=71ddf350-92c0-4fd3-ab60-93e65ca24b56&ccId=19000101_000001&lang=en_US&selectedMenuKey=CurrentOpenings&jobId=541614