Job Description

Job Description

Job Description

Position Overview

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. It is the goal of the Wealth Advisor 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 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.

Primary Duties and Responsibilities

Client Relationship Management

1. Serve as the trusted advisor for high net worth and ultra-high net worth clients – delivering personalized, relationship-based wealth management services
2. Build deep, lasting client relationships by providing proactive guidance and frequent touchpoints tailored to the client’s unique financial goals, values and family dynamics
3. Conduct regular reviews of financial plans and investment portfolios to ensure alignment with clients’ evolving needs, risk tolerance and market conditions

Comprehensive Financial Planning

1. Develop and present customized financial plans encompassing retirement, tax efficiency, estate planning, cash flow management, business succession and charitable gifting
2. Integrate the bank’s full range of services – including lending, deposit and trust solutions
3. Provide clear and confident communication around financial planning assumptions, portfolio allocations, and long-term wealth-building strategies

Investment Advisory & Market Expertise

1. Guide clients through asset allocation and investment decisions in coordination with the bank’s Portfolio Manager
2. Stay informed on market trends, interest rates and economic data to provide context and advice during periods of volatility or opportunity
3. Review investment performance with clients, identifying opportunities for portfolio rebalancing and tax-efficient strategies

Trust & Estate Planning Collaboration

1. Recognize client needs and opportunities where Trust Services are appropriate and coordinate with the Bank’s Trust department
2. Educate clients on the value of using the Bank as a corporate trustee, particularly in complex estate planning scenarios

Center of Influence (COI) Development & Community Engagement

1. Develop and maintain strong relationships with internal partners and external COIs (estate attorneys, CPAs, local business leaders)
2. Generate referrals through active participation in community events, philanthropic initiatives and professional networking groups
3. Acts as a cultural ambassador – representing the bank’s values in all interactions with clients, prospects and community stakeholders

This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.

Minimum Qualifications

• 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%
• Must possess a valid driver’s license

Preferred Qualifications

• Full insurance licensing

Our Way

Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work

Make a meaningful difference in our community through our service and financial support

Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators

Benefits

You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:

• Eligibility for health, dental, vision, life and disability insurance coverages
• Retirement Plan - 401k with matching
• ESOP- Employee Stock Ownership Plan
• Time away from work – vacation time, sick time and holidays
• Paid parental leave
• Tuition Assistance
• Professional development opportunities

THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER

A DRUG FREE WORKPLACE

E-VERIFY EMPLOYER

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