Current jobs related to Senior Wealth Advisor - Sarasota - HighTower Advisors
-
Private Wealth Advisor
2 months ago
Sarasota, United States U.S. Bancorp Full timeAt U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shar Wealth Advisor, Wealth, Private, Advisor, Client Relations, Management
-
Senior Accountant
1 week ago
Sarasota, United States Wealth ManagementCPA Practice Full time $80,000 - $100,000Job DescriptionJob DescriptionWe are a rapidly growing investment management firm with a predominantly Massachusetts-based clientele that was recently acquired via a merger with a CPA practice and are looking for a Senior Accountant to take a lead role in tax preparation and consultation for our expanding client base. This is the ideal role for someone who...
-
Senior Accountant and Tax Preparer
2 weeks ago
Sarasota County, United States Wealth ManagementCPA Practice Full time $80,000 - $100,000Job DescriptionJob DescriptionWe are a rapidly growing wealth management firm that has recently acquired a CPA practice and are looking for a Senior Accountant to take a lead role in tax preparation and consultation for our expanding client base. The role is a partnership track opportunity for the right candidate who is not only an excellent tax preparer,...
-
Wealth Management Advisor
3 weeks ago
Sarasota, United States U.S. Bank Full timeAt U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Wealth Management Advisor
3 months ago
Sarasota, United States U.S. Bank Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
-
Sr Trust Advisor
3 weeks ago
Sarasota, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Associate Advisor
3 months ago
Sarasota, United States Cetera Investment Services LLC Full timeThe Associate Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...
-
Associate Advisor
3 months ago
Sarasota, United States Cetera Investment Services LLC Full timeThe Associate Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio, financial objectives and provides guidance to the customer on successfully achieving those objectives.PLEASE...
-
Client Relationship Advisor
2 weeks ago
Sarasota, Florida, United States Cetera Investment Services LLC Full timeThe role of a Financial Planning Associate at Cetera Investment Services LLC entails delivering comprehensive financial strategies, expert advice, and investment oversight to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights for successful outcomes. Candidates are...
-
Tax senior manager
4 weeks ago
Sarasota, United States Integrity Placement Group Full timeJob Description: Tax Senior Manager The Company: Our client has been serving the community for over 75 years and has worked their way to a top 50 accounting firm. Our client offers a broad range of services to their clients including services related to tax, accounting, audit, business advisory, valuation, financial planning, wealth management, IT and...
-
Tax Senior Manager FL
2 weeks ago
Sarasota, United States Integrity Placement Group Full timeTax Senior Manager The Company: Our client has been serving the community for over 75 years and has worked their way to a top 50 accounting firm. Our client offers a broad range of services to their clients including services related to tax, accounting, audit, business advisory, valuation, financial planning, wealth management, IT and support services. This...
-
Tax Senior Manager
1 month ago
Sarasota, United States Integrity Placement Group Full timeTax Senior ManagerThe Company: Our client has been serving the community for over 75 years and has worked their way to a top 50 accounting firm. Our client offers a broad range of services to their clients including services related to tax, accounting, audit, business advisory, valuation, financial planning, wealth management, IT and support services. This...
-
Financial Planning Associate
2 weeks ago
Sarasota, Florida, United States Cetera Investment Services LLC Full timeThe role of a Financial Planning Associate at Cetera Investment Services LLC encompasses delivering financial guidance, investment strategies, and comprehensive planning services to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights to help them achieve their...
-
Client Advisory Associate
2 weeks ago
Sarasota, Florida, United States Cetera Investment Services LLC Full timeThe role of a Financial Planning Associate at Cetera Investment Services LLC encompasses delivering financial guidance, strategic advice, and investment management services to both individual and corporate clients. In this position, you will evaluate client portfolios and financial aspirations, offering insights for achieving their financial objectives.Key...
-
Senior Project Manager
2 months ago
Sarasota, United States AGX Enterprise LLC Full timeJob DescriptionJob DescriptionJob Description An award-winning architecture firm, celebrated for being named one of the best places to work, invites a seasoned Senior Project Manager to join our team. Located in the heart of Florida, we are a firm that blends professional rigor with a vibrant, collaborative culture. Our commitment to excellence is matched by...
-
Senior Project Manager
2 days ago
Sarasota, United States AGX Enterprise LLC Full timeJob Description An awardwinning architecture firm celebrated for being named one of the best places to work invites a seasoned Senior Project Manager to join our team. Located in the heart of Florida we are a firm that blends professional rigor with a vibrant collaborative culture. Our commitment to excellence is matched by our dedication to the wellbeing...
-
Senior Architect Project Manager
3 weeks ago
Sarasota, United States Faithtalent Advisors Full timeJob DescriptionJob DescriptionJob Description& Click to collapseAn award-winning architecture firm, celebrated for being named one of the best places to work, invites a seasoned Senior Project Manager to join our team. Located in the heart of Florida, we are a firm that blends professional rigor with a vibrant, collaborative culture. Our commitment to...
-
Investment Analyst
4 weeks ago
Sarasota, United States Selby Jennings Full timeJob Overview: We are seeking a skilled Investment Analyst to join our Wealth Management team, specializing in multi-asset investing strategies, fund of funds management, trading execution, and fund administration reporting. This role offers a unique opportunity to contribute to the strategic investment decisions and portfolio management activities crucial to...
-
Investment Analyst
1 month ago
Sarasota, United States Selby Jennings Full timeJob Overview:We are seeking a skilled Investment Analyst to join our Wealth Management team, specializing in multi-asset investing strategies, fund of funds management, trading execution, and fund administration reporting. This role offers a unique opportunity to contribute to the strategic investment decisions and portfolio management activities crucial to...
-
Investment Analyst
1 month ago
Sarasota, United States Selby Jennings Full timeJob Overview:We are seeking a skilled Investment Analyst to join our Wealth Management team, specializing in multi-asset investing strategies, fund of funds management, trading execution, and fund administration reporting. This role offers a unique opportunity to contribute to the strategic investment decisions and portfolio management activities crucial to...
Senior Wealth Advisor
2 months ago
The Role
We are looking for an experienced Senior Wealth Advisor who is a relationship builder at heart, with strong verbal, written, and communication skills. You will demonstrate next level thinking and a strong problem-solving mindset that excels in a fast-paced and evolving organization. As a member of our executive leadership team, you are self-motivated, adept at managing client relationships, perform at a high level under variable workloads, and have experience making a positive impact on client's lives.
We ask that you have experience working with ultra- and high-net worth individuals in different formats such as: integrating economic insights, market developments, portfolio positioning, and contributing to client-focused presentations. You will be asked to lead a team of advisors and guide the operation of our organic and inorganic growth of the firm.
You will report to the Managing Director.
What You'll Do
Maintain and expand existing client relationships, contributing to a first-class onboarding experience for new client relationships
Establish client investment goals, asset allocation, risk tolerance, cash flow planning, and due diligence
Develop, implement, and monitor customized financial plans
Manage and deliver our advanced planning offering
Conduct portfolio and planning reviews
Prepare investment proposals
Collaborate with our referral partners and grow our center of influence model
Support and implement alongside our business development efforts and lead team growth goals and projects
Follow and have knowledge of regulatory requirements
What You'll Bring
You have an established book of clients to manage and provide an impeccable experience.
You will have experience and attributes in the following areas:
The ability to connect with clients on a deeper level to discover their true motivations and priorities
Experience with financial planning concepts; experience delivering applicable advice and partnering with clients in implementing a financial plan
Experience with tax, advanced planning, estate and trust, and philanthropic strategies
Experience developing client relationships – through high retention rate, increased wallet share capture, and receiving referrals
You are motivated for success. You will bring enthusiasm to our team as we continue our growth trajectory
Required Experience
You have 7 or more years of experience in investment / wealth management business
CFP certification or the ability to attain certification within 12 months
Excellent quantitative skills—can provide a concise investment thesis for a range of audiences (from portfolio manager to unsophisticated client)
Knowledgeable in advanced planning concepts to include personal tax, asset management, financial planning, insurance, trust and estate, and retirement planning
Demonstrate analytical skills
Team-oriented individual to support a growing advisory practice
Experience with eMoney, Salesforce, and Black Diamond
Securities representative licenses (Series 7 and 66)
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
PTO plan
401k matching plan
HSA employer contributions
Student loan assistance
#J-18808-Ljbffr