JSG is recruiting for a Wealth Advisor (Sarasota / Manatee area)
Office Location:
Location: Greater Sarasota area (Living in or around Sarasota)
Familiar with the Sarasota market w/ established relationships.

REQUIREMENTS CFP (Certified Financial Planner Certification) – must have or at least be in the process of obtaining soon 5+ years’ experience in a financial services environment. Proficient in Microsoft Office suite, and financial application software. 4- Year Undergraduate Degree (e.g., BS or BA) preferably with a business or finance focus. Certified Financial Planner (CFP) Certification • Series 7 licensing • Series 66 licensing Working knowledge of Trust/Estate Planning Knowledge of Codes of Conduct, securities laws and regulations Local travel required 20-60%
OVERVIEW:
This Wealth Advisor position will play a crucial role in guiding 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 profitability by providing sound financial advice and counsel consistent with the client’s 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.


** Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.

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