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The Bank of Tampa · 1 day ago

Wealth Advisor - Sarasota & Manatee Markets

Sarasota Office, Sarasota, FL, US

Full-time

Onsite

Senior Level

5+ years exp

The Bank of Tampa is seeking a Wealth Advisor to guide clients in the Sarasota and Manatee Markets. This role involves building strong client relationships, providing financial planning and investment advice, and meeting organizational revenue targets.

BankingFinancial ServicesVenture Capital

Responsibilities

Serve as the trusted advisor for high net worth and ultra-high net worth clients – delivering personalized, relationship-based wealth management services

Build deep, lasting client relationships by providing proactive guidance and frequent touchpoints tailored to the client’s unique financial goals, values and family dynamics

Conduct regular reviews of financial plans and investment portfolios to ensure alignment with clients’ evolving needs, risk tolerance and market conditions

Develop and present customized financial plans encompassing retirement, tax efficiency, estate planning, cash flow management, business succession and charitable gifting

Integrate the bank’s full range of services – including lending, deposit and trust solutions

Provide clear and confident communication around financial planning assumptions, portfolio allocations, and long-term wealth-building strategies

Guide clients through asset allocation and investment decisions in coordination with the bank’s Portfolio Manager

Stay informed on market trends, interest rates and economic data to provide context and advice during periods of volatility or opportunity

Review investment performance with clients, identifying opportunities for portfolio rebalancing and tax-efficient strategies

Recognize client needs and opportunities where Trust Services are appropriate and coordinate with the Bank’s Trust department

Educate clients on the value of using the Bank as a corporate trustee, particularly in complex estate planning scenarios

Develop and maintain strong relationships with internal partners and external COIs (estate attorneys, CPAs, local business leaders)

Generate referrals through active participation in community events, philanthropic initiatives and professional networking groups

Acts as a cultural ambassador – representing the bank’s values in all interactions with clients, prospects and community stakeholders

Qualification

Certified Financial PlannerSeries 7 licensingSeries 66 licensingFinancial application softwareTrust/Estate PlanningMicrosoft OfficeRelationship managementCommunity engagementCommunication skills