Wealth Management New Business Specialist
Job in
Sarasota, Manatee County, Florida, 34243, USA
Listed on 2026-03-01
Listing for:
FIG Talent Solutions
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A financial services firm in Florida is seeking a New Business Associate Paraplanner. This role focuses on supporting Advisors with new business processing and client relationship management. Ideal candidates will have two years' experience in the financial industry, strong communication skills, and proficiency in industry software. Responsibilities include processing applications, managing client requests, and ensuring compliance. The firm offers an opportunity to work in a collaborative team environment while maintaining high professional standards.
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