Lead Advisor - Sarasota - Glades Talent

Position: Lead Financial Advisor

Location: Sarasota, FL

About Us.

$6 billion-dollar multi-custodial RIA that currently serves over 37 advisor teams across the country. Our advisor teams are fiercely independent, but they don’t want to be alone as they grow and evolve their practice into a business. As a firm and leadership, we meet our advisors where they are in their stage of their growth, and partner to promote growth!

Job Description

We are seeking an experienced, client-focused Financial Advisor to service our existing financial planning clientele. This is an ideal opportunity to apply your advisor capabilities and focus solely on the clientele The Financial Advisor position offers excellent potential for continued growth and opportunity, and a collaborative culture with a great team.

Key Responsibilities

· Provide comprehensive financial planning services to existing high-net-worth clientele (includes investment, retirement, and estate planning)

· Financial Analysis of client’s situation and provide appropriate advice

· Continued advice and management of client’s personalized plans

· Ability to provide leadership and guidance within our team

· Collaboration with other professionals and team members

· Effective and supportive in coordinating with retiring advisors, while becoming the lead advisor

Qualifications

· Minimum of 4 to 5 years of experience in advisor role

· Securities Licenses includes but not limited to Series 7 & 66 (or the equivalent of Series 65 & 63)

· Certified Financial Planner certification, or in process (&/or other certifications)

· Advanced knowledge of financial planning

· Effective communicator and collaborator

· Proactive approach to client relationship management

· Strong verbal and written communication skills

· Professional Appearance

Compensation

· Starting salary range of $160k-$165k based on experience and capability

· Bonus structure tied to our value drivers and client retention during transition, and long-term growth KPIs

· Comprehensive benefits available

EOE