A rapidly growing independent RIA firm in Sarasota, FL is seeking a Service Advisor to join their team.  

Job Responsibilities: 

•  Work with existing clients 
•  Annual reviews with top clients 
•  Portfolio analysis 
•  Finding new opportunities within the existing book 
•  Opportunity to work with new clients 

Job Highlights: 

•  No need for prospecting 
•  Strong compensation plan—salary plus bonus on revenue 
•  Growth potential within the firm 
•  Experienced and comfortable presenting to clients required 
•  Life Insurance License and Series 65 required  
•  3-5 years of experience preferred