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Wealth Advisor High-Net-Worth Clients
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2026-07-21
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Location: Sarasota
Jobtailor is seeking a results-driven financial services professional to build relationships with high-net-worth individuals and deliver tailored investment recommendations. You will leverage your Series 7 and 66 licenses, work with Merrill Financial Advisor Teams, and develop a robust client book through proactive prospecting and referrals, while meeting performance hurdles.
This role rewards performance, with compensation tied to results, and requires strong communication, listening, and
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