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Private Banking Wealth Strategist Planning
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2026-01-01
Listing for:
PNC
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
Location: Sarasota
A leading financial institution is seeking a Sr. Wealth Strategist in Sarasota, FL to develop, consult on, and implement financial plans for clients. The ideal candidate will have over 8 years of relevant experience and a JD is highly preferred. This role involves managing client relationships and requires travel to Naples once a month. Competitive compensation and comprehensive benefits are offered.
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