Wealth Manager
$85k - $100kThe Well
Wealth Manager / Service Advisor
Sarasota, FL (On-site, with travel to Venice and The Villages)
Compensation: $85,000–$100,000 base + performance bonus
Our client — a growing, award-winning independent financial services firm based in South Florida — is hiring a Wealth Manager / Service Advisor to join their Sarasota-area team.
This firm has been named a Best Financial Advisory Firm by USA Today and Statista, recognized as a Fastest-Growing Company for three years running, and is Great Place to Work Certified. 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 service
What you bring:
- Experience as a relationship manager or service advisor in financial services
- Strong presentation and closing skills — you know how to turn a warm lead into a client
- 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 thing
What's offered:
- $85,000–$100,000 base salary, depending on experience
- Performance bonus opportunity
- Health, dental, and vision coverage
- 401(k) with employer match
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Manager in Sarasota County, FL vacancy
$57.9k - $76.1k
...Description: Location Property Name (# of Units) Link to Property website Compensation and Benefits for Property Manager: Pay Range: $57,900 - $76,100 + eligible for an annual bonus opportunity of up to 10% paid quarterly based on property performance and...SuggestedFull timeTemporary workLocal areaImmediate startFlexible hoursRoers Companies
North Port, FL4 days ago- ...Property Manager The Property Manager is responsible for providing leadership and direction in the efficient day-to-day operation of the apartment community. Highmark Residential offers a range of benefits including continuous professional development, competitive...SuggestedFlexible hours
Highmark Residential
North Port, FL14 hours ago - ...excellence, ELS is the ideal organization in which to develop a long and successful career! ELS is hiring for the position of Property Manager in Nokomis, Florida. Resort Manager What you'll do: The Resort Manager provides exceptional customer service to...SuggestedWork at office
Equity LifeStyle Properties
Nokomis, FL3 days ago - ...diligence including coordination with consultants for the completion of all necessary due diligenceIn coordination with the Project Manager/Land Development Manager, develop land plans, project scheduling, budgeting, and cash flowsPromote project and community vision and...SuggestedPermanent employmentFull timeTemporary workLocal area
Mattamy Homes
Venice, FL5 days ago - ...enjoy an empowered, challenging, fulfilling, and financially rewarding workplace! Why we need you: The Assistant Property Manager performs community accounting functions and assists in the administration, leasing and supervision of personnel. What Highmark can...SuggestedDaily paidFull timeTemporary workWork at officeLocal areaFlexible hoursNight shiftWeekend workAfternoon shift
Highmark Residential, LLC
North Port, FL3 days ago $95k
...Meaningful Impact Every Day – We are seeking a strong leader to take charge of designing and implementing the separation of the property management department into its own division. This is an overtime-exempt position with a starting annual salary at $95,000. Responsible for...Contract workLocal areaCommunity Assisted & Supported Living Inc
Sarasota, FL27 days ago$60k - $80k
...to build and grow their business within a structured, lead-driven sales environment. What You Will Do Reporting to our Sales Manager, Supplemental Insurance Solutions, you will: Close in the room: present final expense whole life insurance to senior audiences at...Full timeContract workFor contractorsSelf employmentMonday to FridayFlexible hours$150k - $250k
High-Earning In-Home Sales Closer Luxury Bath (Sarasota Market) Luxury Bath of Tampa Bay is hiring experienced sales professionals who want to maximize their earning potential in a stable, proven environment. We are not a startup. We are a recognized brand with demand...$50k - $75k
Sales Representative Most people think they're good at sales. Very few actually are. We're looking for the person who has always believed they were different. The one who naturally persuades people. The one who loves competition. The one who hates losing. The one...- ...the closing process Performance Requirements and Qualifications: Ability to work in a fast-paced environment, while maintaining attention to detail Work well with others and effectively manage stressful situations Excellent customer service focus JobTracks
- ...applicable regulations. Calculating taxes, interests, insurance and other expenses. Receiving and dispersing escrow funds. Entering and managing data with SoftPro system. Supporting and collaborating with other Escrow Officers/Closers. Why work for us? We are a growing...Temporary workLocal areaFlexible hours
- ...and cold calling. Develop strategic sales plans to meet and exceed revenue goals. Build long-term partnerships with property managers, developers, general contractors, HOA boards, and commercial property owners. Conduct in-person site visits to assess needs and...Base plus commissionFor contractorsSeasonal workWork at officeLocal area
Russell Landscape Group
Sarasota, FLa month ago - ...Description Job Description Bridlewood Real Estate Company is seeking a motivated, organized, and resident-focused Associate Property Manager to join our Venice-area property management team. This is an excellent opportunity for someone with property management...
Bridlewood Real Estate Company
Venice, FL9 days ago $60k
...Schedule final walkthroughs and assist with closing coordination. Maintain accurate records within the CRM and transaction management systems. Verify all documents contain proper signatures, initials, and dates for compliance. Administrative Support Maintain...Contract workWork at officeLocal areaSarasota Gulf Coast Homes, REALTORS® with Keller Williams
Sarasota, FLa month ago$65k - $80.2k
...business mix and industry leading debt ratings, U.S. Bank is strong and stable, and committed to our clients and employees. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to...Full timeTemporary workWork experience placementLocal areaFlexible hours- ...Job Description Job Description We are seeking an experienced Office Manager/Escrow Officer/Real Estate Paralegal for our busy Venice, FL office. The company is locally-owned by a veteran title attorney with support staff in place for a Closer with an existing book...Work at officeLocal area
Integrity Title Services, Inc.
Venice, FLa month ago - ...knowledge of VRF/VRV technology . Experience in HVAC sales, applications engineering, mechanical design, estimating, project management, or a similar technical role. Ability to read and interpret mechanical plans, specifications, equipment schedules, and...For contractorsWork at office
AIR ENGINEERS, LLC
Sarasota, FL16 days ago - Finance and Insurance (F&I) Manager We are a leading automotive dealership committed to providing an exceptional car-buying and service experience. We provide a positive, professional work environment, aggressive pay plans with career advancement opportunities, and the...Temporary workWork at office
Sarasota CDJR Fiat
Sarasota, FL5 days ago - ...k) matching ~ Company parties ~ Competitive salary ~ Dental insurance ~ Free food & snacks ~ Tuition assistance Tax Manager – Estate & Trust At Kerkering, Barberio & Co., we believe exceptional client service starts with exceptional people. As one of...Local areaWork from homeRelocation packageFlexible hoursNight shift
Kerkering Barberio & Co
Sarasota, FLa month ago $140k - $170k
...ledger activities.Ensure compliance with ASC 606, ASC 842, purchase accounting and all other GAAP requirements for financial reporting.Manage Finance as a Service Partner in executing day-to-day and month close accounting activities.Own monthly, quarterly, and year-end...Full timeWork at officeLocal areaRemote workWork from homeHome officeFlexible hoursEndpoint Automation Solutions (formerly Scanco)
Nokomis, FL4 days ago- ...posting of cash receipt journal entries Assist AP Admin with maintaining all coding schedules Responsible for miscellaneous management reporting Responsible for system financial maintenance of homebuilding software (Newstar) You are willing to perform...Full timeWork at officeFlexible hours
Taylor Morrison
Sarasota, FL17 hours ago - ...the manufacturing industry, is highly valued. The ideal candidate will have a proven track record in leading global finance teams, managing complex international operations, and possess strong financial modeling, forecasting, and analytical capabilities. Experience with...
$58.66k
Are you looking for a rewarding career that coincides with the standards you see in your community and neighborhood? Then join the team of the Sarasota Clerk of the Circuit Court and County Comptroller's office, where providing exemplary service to our community is essential...Work at office- ...institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive opportunity with a top-... ...Wealth Advisor, you are part of the organization’s Private Wealth Management team, helping clients identify and achieve all their financial...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
Professions
Sarasota, FL5 days ago $1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Sarasota, FL1 day ago- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide.... ...Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The...
Beacon Pointe
Sarasota, FL2 days ago - ...below. This full-time role reports to their respective Branch Manager. Working hours are Monday - Friday 8:30 AM to 5:00 PM EST.... ...Boston's money management firms. In addition to specializing in wealth management through full service registered representatives, Moors...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
Moors & Cabot
Sarasota, FL1 day ago - ...Job Description Job Description Description: **Eligible For a $1,500 Sign-on Bonus** Property Manager Join our team at General Services Corporation, where we have provided First Class Service since 1971. As a valued member of our GSC family, you will be part of...Temporary workRelocation package
- ...because they enjoy an empowered, challenging, fulfilling, and financially rewarding workplace! Why we need you: The Property Manager is responsible for providing leadership and direction in the efficient day-to-day operation of the apartment community. What...Full timeTemporary workFlexible hours
- ...Job Description Job Description Florida Financial Advisors and provides full-service, comprehensive financial and wealth management solutions tailored to the needs of Florida residents. The firm focuses on helping clients realize their long-term goals through personalized...Full timeWork at office
Florida Financial Advisors
Sarasota, FL8 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Manager. Be the first to apply!
