Wealth Advisor: Build Clients & Financial Plans (Sarasota)
Verve Search Group
Verve Search Group in Sarasota, FL is seeking a motivated Wealth Advisor to build client relationships, conduct financial planning consultations, and guide onboarding. This role combines sales with advisory services to simplify retirement and investment concepts. You will generate new business through seminars, referrals, and direct outreach, manage portfolios, maintain CRM records, and ensure compliance while meeting production targets in a collaborative, client-focused environment. #J-18808-Ljbffr Verve Search Group
Vacancy posted 1 day ago
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