Financial Advisor / Relationship Manager

Bring on new clients annually through networking, prospecting events, developing referral relationships with professionals who fit our profile for centers of influence, and client referrals
 
Successfully assist in managing existing clients in the Sanibel market and surrounding communities resulting in a high retention rate
 
Teaming up with clients’ tax, legal, insurance and other professionals to provide comprehensive and aligned financial services
 
Stay abreast of industry and regulatory updates, the economy and financial markets, and fraud and cybersecurity threats
 
Assist with office operations and client services at the Sanibel location. Must live/relocate to within 20 miles of Sanibel/Captiva area—no relocation assistance.