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Wealth Manager

  • Wealth Manager job type Posted on: Nov 01, 2026
  • Wealth Manager experience level The Well
  • Wealth Manager employment type Sarasota County, Florida
  • Wealth Manager salary Salary: $85,000 per year
  • Wealth Manager employment type Onsite
  • Wealth Manager salary Full-time

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Job Title :

Wealth Manager

Job Type :

Full-Time

Job Location :

Sarasota County Florida United States

Remote :

No

Jobcon Logo Job Description :

Wealth Manager / Service AdvisorSarasota, FL (On-site, with limited travel to area offices)Compensation: $85,000–$100,000 base + performance bonusOur client, a growing, award-winning independent financial services firm is hiring a Wealth Manager / Service Advisor to join their Sarasota-area team.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 serviceWhat you bring:- Experience as a relationship manager or service advisor in financial services- Active Series 65 license- 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 thingWhat's offered:- $85,000–$100,000 base salary, depending on experience- Performance bonus opportunity- Health, dental, and vision coverage- 401(k) with employer match

Jobcon Logo Position Details

Posted:

Nov 01, 2026

Reference Number:

10440_4455040783

Employment:

Full-time

Salary:

$85,000 per year

City:

Sarasota County

Job Origin:

APPCAST_CPC

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Wealth Manager / Service AdvisorSarasota, FL (On-site, with limited travel to area offices)Compensation: $85,000–$100,000 base + performance bonusOur client, a growing, award-winning independent financial services firm is hiring a Wealth Manager / Service Advisor to join their Sarasota-area team.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 serviceWhat you bring:- Experience as a relationship manager or service advisor in financial services- Active Series 65 license- 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 thingWhat's offered:- $85,000–$100,000 base salary, depending on experience- Performance bonus opportunity- Health, dental, and vision coverage- 401(k) with employer match

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