Wealth Advisor

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. The role aims to enhance the profitability and value of the Bank and BT Wealth Advisors by providing sound financial advice and counsel consistent with the client’s goals and risk tolerance, and by meeting organizational revenue targets.

The Wealth Advisor builds and leverages strong client relationships, supports the provision of financial planning and investment advice, and works to meet personal, professional, and organizational revenue objectives.

Wealth Advisors are responsible for finding new clients, building relationships, collaborating with peers and key stakeholders, creating investment plans, and recommending investments for individuals, businesses, non‑profit organizations, and other entities.