Financial Consultant Partner - Sarasota, FL
About The Position
As a Financial Consultant Partner (FCP), you will partner with Senior Financial Consultant(s) to support and grow an affluent practice. In this client-facing role, you will strengthen client relationships, deliver personalized service, and develop advisory skills through hands-on experience and mentorship. You will connect clients and advisors, uncover opportunities, and help deliver a consistent, high-quality client experience. The role includes four weeks of live virtual training through Wealth Management University, followed by hands-on branch training and mentorship. The position provides a path toward becoming a Financial Consultant, while also offering opportunities to explore leadership, expanded branch roles, and positions across service and support teams. Compensation includes base pay plus bonus and incentive opportunities tied to performance.
Requirements
- Valid and active FINRA Series 7 license.
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance license during tenure in the role.
Nice To Haves
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment.
Responsibilities
- Build strong relationships with Senior Financial Consultant(s) and serve as a trusted partner in supporting their practice, client engagement, service, and ongoing business development.
- Support delivery of client solutions aligned with clients’ financial goals.
- Identify opportunities to deepen relationships and drive growth.
- Prepare for and support client meetings, including documentation and follow-up.
- Collaborate across the branch and firm to deliver a seamless client experience.
- Maintain accurate client information and support daily operations.
- Ensure accuracy in client interactions, documentation, and operational processes, and identify and address discrepancies early.
- Partner effectively with Financial Consultants, branch teams, and internal partners to support client needs.
- Listen actively and ask thoughtful questions to understand client goals and align next steps to their needs.
- Communicate clearly and carefully, confirm understanding, capture key details, and follow through on commitments.
- Seek feedback, apply coaching, and remain open to learning from managers, peers, and mentors.
- Adapt to client needs, changing priorities, new information, processes, tools, and ways of working.
Benefits
- Four-week live virtual Wealth Management University training program.
- Hands-on branch training and mentorship.
- Career development path toward a Financial Consultant position.
- Opportunities to explore leadership, expanded branch roles, and service and support teams.
- Base pay plus performance-based bonus and incentive opportunities.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
