Wealth Advisor - Sarasota and Manatee Markets (Sarasota Homebase)

Positio n Overview

This Wealth Advisor position will play a crucial role in guiding our clients in the Sarasota and Manatee Markets, with the Sarasota Office serving as the homebase location. It is the goal of the Wealth Advisor to enhance the profitability and value of the Bank and BT Wealth Advisors by providing sound financial advice and counsel consistent with the clients goals and risk tolerance, and to meet organizational revenue targets. The Wealth Advisor enhances and leverages strong client relationships building skills in connection with the provision of financial planning and investment advice to clients while meeting personal, professional, and organizational revenue goals. Wealth Advisors are responsible for finding new clients, building relationships and collaborating with peers and key stakeholders, creating investment plans and recommending investments for individuals, business and non-profit organizations and others.

Primary Duties and Responsibilities

Client Relationship Management

• Serve as the trusted advisor for high net worth and ultra-high net worth clients delivering personalized, relationship-based wealth management services
• Build deep, lasting client relationships by providing proactive guidance and frequent touchpoints tailored to the clients unique financial goals, values and family dynamics
• Conduct regular reviews of financial plans and investment portfolios to ensure alignment with clients evolving needs, risk tolerance and market conditions

Comprehensive Financial Planning

Investment Advisory & Market Expertise

Trust & Estate Planning Collaboration

Center of Influence (COI) Development & Community Engagement

This job description reflects managements assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Minimum Qualifications

Preferred Qualifications

Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight :

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

A DRUG FREE WORKPLACE

E-VERIFY EMPLOYER

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