Wealth Management Advisor / Relationship Manager
Job Opportunity at CRG Leadership Institute LLC

Posted on Feb 17

http://www.executivesuccesspartners.com    239-821-7254

Location: Sarasota, FL
Job Type: Full Time
Job ID: W4112993

Our client an independent financial advisory firm in Naples, Florida with offices in the US. They are one of the the fastest growing private companies and RIA in the US! Are you looking for a change to join a dynamic culture? We are seeking candidates in prime locations in Florida.

We are currently seeking ambitious wealth management professionals possessing a desire to provide more specialization in the areas of client service, planning, investment management, administration and business development to work in Sarasota, Florida. If you are passionate about this area of business and desire to join an amazing team and company culture... please contact us.


  • Minimum 5 years industry experience and/or trust services
  • Have an established book of business of $20 million to $50 million in transferrable AUM in Wealth Management
  • Proven ability forming relationships with internal branch sales people (referral sources)
  • Strong technical skills in account/asset management
  • Consistently deliver a world-class client experience
  • Series 65 registered with required state
  • Insurance license preferred


  • Ability to work effectively with high net worth individuals and clients with investable assets of $1 million or more
  • Able to provide highest level of service to all clients
  • Ability to form relationships with branch sales people
  • Strong relationship management skills
  • Team player with a positive attitude
  • Strong client network and existing book of business
  • Excellent interpersonal skills and face-to-face relationship building abilities
  • Community and civic minded
  • Self starter, self motivated
  • No ego, energetic, and a dynamic personality

Excellent compensation package includes full benefits

Sarasota, Florida

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