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Wealth Planning Associate Client Strategy
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2025-12-31
Listing for:
Baird
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Sarasota
A leading financial services firm in Sarasota seeks an Associate Financial Advisor to provide specialized services to support Financial Advisors. Responsibilities include creating financial plans, engaging clients, and ensuring quality service. Candidates should have a finance degree, relevant licenses, and three years of investment experience. The role offers a salary range of $58,000 - $78,400, emphasizing teamwork and work-life balance.
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Position Requirements
10+ Years
work experience
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