Wealth Manager

The Well · Sarasota, Florida

FULL TIME

Job Description

Wealth Manager / Service Advisor

Sarasota, FL (On-site, with limited travel to area offices)

Compensation:

$85,000–$100,000 base + performance bonus

Our client,

a growing, award-winning independent financial services firm is hiring a Wealth Manager / Service Advisor to join their Sarasota-area team.

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

Active Series 65 license
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

Company	The Well
Location	Sarasota, Florida
Type	FULL TIME
Niche	Securities and finance dealers and brokers

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