Pitisci & AssociatesNewFinancial Advisor X2 Pitisci & AssociatesFinancial Advisor X2Punta Gorda, FLOwn the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
JobotNewEstate Planning Attorney JobotEstate Planning AttorneySarasota, FL$140,000–$225,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Responsibilities: Provide sophisticated counsel on estate planning matters including trusts, wills, powers of attorney, healthcare directives, and estate and gift tax.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorSarasota, Florida$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Hancock Whitney CorpFinancial Advisor Hancock Whitney CorpFinancial AdvisorBradenton, FLESSENTIAL DUTIES & RESPONSIBILITIES: Completes a suitability review with client to assess the investor's financial situation, including, but not limited to, his age, income, net worth, current investments, investment experience and objectives, investment time horizon, risk tolerance, and liquidity needs. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
StifelFinancial Advisor Associate StifelFinancial Advisor AssociateSarasota, FloridaStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.
Suncoast Schools Federal Credit UnionNewFinancial Advisor Suncoast Schools Federal Credit UnionFinancial AdvisorBradenton, FL$60,000–$90,000 / yearOwn the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
Suncoast Credit UnionFinancial Advisor Suncoast Credit UnionFinancial AdvisorBradenton, Florida$60,000–$90,000 / yearOwn the member client experience by efficiently handling sales and service, identifying sales and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships. Additionally, this role establishes a strong partnership with retail branch managers and internal and external referral sources to acquire new member clients.
San Blas SecuritiesFinancial Advisor Series 7, 65 or 66 San Blas SecuritiesFinancial Advisor Series 7, 65 or 66Sarasota, FLFull timeThis role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.
Beacon Pointe Advisors LLCSenior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorSarasota, FLThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
JPMorgan Chase Bank, N.A.J.P.Morgan Wealth Management - Private Client Advisor - Greater Sarasota JPMorgan Chase Bank, N.A.J.P.Morgan Wealth Management - Private Client Advisor - Greater SarasotaSarasota, FLFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Cape Coral/ Venice, FL JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Cape Coral/ Venice, FLVenice, FLFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Professions IncPrivate Wealth Advisor Professions IncPrivate Wealth AdvisorSarasota, FLAs a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.
Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - FL Tampa, St. Petersburg, Sarasota (5239) Equitable Financial Life Insurance CompanyFinancial Professional - Retirement Benefits Group - FL Tampa, St. Petersburg, Sarasota (5239)Sarasota, FL415936true415936falseSubmission for the position Financial Professional - Retirement Benefits Group - FL Tampa St. Petersburg Sarasota 5239 - Job Number 2600006Kfalse415936falsetrueFinancial Professional - Retirement Benefits Group - FL Tampa St. Petersburg Sarasota 52392600006KUNITED STATES-FL-TampaUNITED STATES-FL-TampaEquitable AdvisorsEquitable Advisors. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
United Placement GroupFinancial Sales Assistant - Insurance & Annuities On-Site, Full-Time | Bradenton United Placement GroupFinancial Sales Assistant - Insurance & Annuities On-Site, Full-Time | BradentonBradenton, FL$40,000–$45,000Alliance America, a trusted leader in wealth management and insurance services for over 40 years, is growing—and we’re looking for a driven, detail-focused Financial Sales Assistant to join our on-site team in Bradenton, FL. If you enjoy supporting high-performing sales professionals, working with financial and insurance products, and are looking for real growth potential in a stable, expanding company, this role could be an excellent fit.
BeallsNewGroup Planner - Merchandise Financial Planning BeallsGroup Planner - Merchandise Financial PlanningBradenton, FLThis position ensures that sales, margin, inventory, and profit goals are met by creating robust financial frameworks, collaborating with buying and location teams, and providing actionable insights that drive business performance. The Group Merchandise Financial Planner (Group Planner) is responsible for developing, analyzing, and managing financial plans that support the overall merchandise strategy for a group of divisions.
BeallsMerchandise Financial Planner BeallsMerchandise Financial PlannerBradenton, FLThis position ensures that sales, margin, inventory, and profit goals are met by creating robust financial frameworks, collaborating with buying and location teams, and providing actionable insights that drive business performance. Here you'll find a blend of tenured individuals with deep company knowledge working alongside talents from national and international retailers, various industries, and recent graduates, all united by a shared vision.
ActionLink Services LLCNewSales Advisor - Sony ActionLink Services LLCSales Advisor - SonyPort Charlotte, FL$18–$20 / hourWhat you will do: Share your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony''''s innovative technology. ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Port Charlotte, FL!
ActionLinkNewSales Advisor - Sony ActionLinkSales Advisor - SonyPORT CHARLOTTE, FL$18–$20 / hourShare your Sony enthusiasm: Delight store associates and customers with dazzling demos to showcase Sony's innovative technology. ActionLink is seeking a driven Part-Time Sales Advisor to join our growing Sony Promoter Team at a local Port Charlotte, FL!
Seacoast BankClient Advisor - Sarasota / Fruitville Branch *$1000 Hiring Bonus!* Seacoast BankClient Advisor - Sarasota / Fruitville Branch *$1000 Hiring Bonus!*Sarasota, FLPart timeOpen and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include AML/BSA requirements. Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
Seacoast National BankClient Advisor - Sarasota / Fruitville Branch Seacoast National BankClient Advisor - Sarasota / Fruitville BranchSarasota, FLOpen and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, to include AML/BSA requirements. Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship.
Edward JonesNewBranch Office Administrator Edward JonesBranch Office AdministratorBradenton, FLEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Equitable Financial Life Insurance CompanyWealth Management Associate - FL Tampa, St. Petersburg, Sarasota (3981) Equitable Financial Life Insurance CompanyWealth Management Associate - FL Tampa, St. Petersburg, Sarasota (3981)Sarasota, FL347800true347800falseSubmission for the position Wealth Management Associate - FL Tampa St. Petersburg Sarasota 3981 - Job Number 21000046false347800falsetrueWealth Management Associate - FL Tampa St. Petersburg Sarasota 398121000046UNITED STATES-FL-TampaUNITED STATES-FL-TampaEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Equitable Financial Life Insurance CompanyWealth Management Associate - Retirement Benefits Group - FL Tampa, St. Petersburg, Sarasota (3981) Equitable Financial Life Insurance CompanyWealth Management Associate - Retirement Benefits Group - FL Tampa, St. Petersburg, Sarasota (3981)Sarasota, FL403474true403474falseSubmission for the position Wealth Management Associate - Retirement Benefits Group - FL Tampa St. Petersburg Sarasota 3981 - Job Number 250000ACfalse403474falsetrueWealth Management Associate - Retirement Benefits Group - FL Tampa St. Petersburg Sarasota 3981250000ACUNITED STATES-FL-TampaUNITED STATES-FL-TampaEquitable AdvisorsEquitable Advisors Join Equitable Advisors A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives while carving out your unique career path At Equitable Advisors a leader in the wealth management industry we embrace the power of positive impact particularly for individuals who build and support our communities. Enjoy the flexibility to design your own work-life balance and champion limitless income potential Role Highlights Join Equitable Advisors A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives while carving out your unique career path At Equitable Advisors a leader in the wealth management industry we embrace the power of positive impact particularly for individuals who build and support our communities.
Carson Group Holdings LLCRelationship Manager Carson Group Holdings LLCRelationship ManagerSarasota, FLPart timeManage multiple projects professionally, oversee objectives, and ensure quality control while serving as an extension of advisors and upholding pride in client support. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
Carson Group Holdings LLCOperations Support Associate Carson Group Holdings LLCOperations Support AssociateSarasota, FL$40,000–$65,000 / yearPart timeAssist team members in accurately opening and maintaining client accounts while providing timely, high‑quality service to advisors and relationship managers. We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners.
White Tiger ConnectionsTax Senior Manager White Tiger ConnectionsTax Senior ManagerSarasota, FLRemoteThis new vertical will complement the firm’s existing financial planning, investment management, and family office services, allowing clients to receive coordinated, year-round tax strategy alongside their broader wealth plan—eliminating the need to coordinate with external CPAs and enabling more proactive, holistic advice. Deliver year-round proactive tax planning and advisory services for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate/gift tax considerations, and projections to optimize outcomes.
Oppenheimer Holdings IncRegistered Client Service Associate (Sarasota, FL) Oppenheimer Holdings IncRegistered Client Service Associate (Sarasota, FL)Sarasota, FLSkills: • Possess a high degree of proficiency with technology including MS Office products (Word, Excel, PowerPoint and Outlook), and can quickly learn internal software programs • Must be a team player with an energetic, positive disposition seeking growth and opportunity to expand the role • Must be able to maintain the highest level of confidentiality • Demonstrate strong accuracy and thoroughness in all facets of daily work and possess superb organizational skills • Able to interface and articulate well with all levels of employees, management and clients in a highly professional, timely and friendly manner • Able to meet designated deadlines and work effectively in a pressurized environment • Demonstrate the ability to handle multiple tasks to completion with little or no supervision. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.
StifelClient Service Associate - NR StifelClient Service Associate - NRVenice, FloridaWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
White Tiger ConnectionsManaging Director White Tiger ConnectionsManaging DirectorSarasota, FLRemoteDeliver proactive, year-round tax advisory for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate and gift tax planning, equity compensation, liquidity events, and forward-looking projections. When an RIA engages the platform, they gain direct access to dedicated CPA expertise as part of the offering—meaning their clients receive fully integrated tax preparation, planning, and advisory services alongside their broader wealth strategy, all under one roof.
FinTrust Connect CareersSenior Business Banking Relationship Manager -Bradenton, FL FinTrust Connect CareersSenior Business Banking Relationship Manager -Bradenton, FLBradenton, FloridaFunction: This role is focused on winning new business, deepening commercial relationships, structuring credit solutions, and cross-selling a full suite of banking products to small to midsized businesses. This is an opportunity for a proven business development professional who can build and expand relationships from the ground up, manage complex small business banking needs, and serve as a trusted financial partner to growth-oriented companies.
FinTrust Connect CareersSenior Business Banking Relationship Manager -Sarasota, FL FinTrust Connect CareersSenior Business Banking Relationship Manager -Sarasota, FLSarasota, FloridaFunction: This role is focused on winning new business, deepening commercial relationships, structuring credit solutions, and cross-selling a full suite of banking products to small to midsized businesses. This is an opportunity for a proven business development professional who can build and expand relationships from the ground up, manage complex small business banking needs, and serve as a trusted financial partner to growth-oriented companies.
NewRez LLCSenior Loan Officer NewRez LLCSenior Loan OfficerNorth Port, FLMaintain a positive sales environment by educating potential borrowers, Real Estate Agents and Homebuilder sales representatives on the Company's products and services; create and deliver presentations when necessary. • Perform prequalification assessment and analysis of financial condition and risk of financing requests within the Company's credit policies and programs, as well as all state and federal lending regulations (FHA, VA, Fannie Mae, Freddie Mac, Conventional, Conforming, Rural Housing Development, Bond and Portfolio).
Kerkering Barberio & CoTax Manager / International Tax Team Kerkering Barberio & CoTax Manager / International Tax TeamSarasota, FLRemoteThe ideal candidate has worked with complex tax returns for U.S. residents with foreign disclosures, has technical and applied experience, enjoys figuring out complex scenarios, and is comfortable navigating ambiguous tax laws. Oversees and reviews preparation of Forms 5471, 8992, 8865, 8832, 965, 8621 and 1116/1118 and other related required disclosure statements.
ReminderMediaRemote Account Executive Opportunity ReminderMediaRemote Account Executive OpportunitySarasota, FLRemote$65,000–$125,000ReminderMedia is a leading marketing services provider that has helped over 100K small businesses grow their client base through a powerful suite of digital and direct-mail marketing tools. ReminderMedia is a leading marketing services provider dedicated to helping small businesses grow and retain clients through innovative digital and direct-mail marketing tools.
LWR- CPF GRACE MANAGEMENT-LAKEWOOD RANCHMove In Coordinator LWR- CPF GRACE MANAGEMENT-LAKEWOOD RANCHMove In CoordinatorBradenton, FLPart timeEstablish a flexible work schedule that supports the demands of the community outside of typical business hours as needed to provide visits, respond to telephone inquiries, give presentations, set appointments with qualified prospects in order to close sales. In addition to exceptional customer service skills, the Move In Coordinator will provide proficiency in office and computer functions and a high degree of accuracy, and organizational aptitude are required.