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Position: Financial Planner
Department: Sarasota Private Trust Company
Reports To: Chief Executive Officer
Employment Status: Full-Time, Exempt
Office Location: Sarasota, FL
Job Summary
Oversee the daily business and affairs of insurance accounts at Sarasota Private Trust Company.
Duties include the administration of insurance business and providing timely and accurate
management reports on finances to members of the senior management team.
Job Specific Responsibilities and Duties:
General Requirements:
Technical Skills:
The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its subsidiaries and/or affiliates. Emigrant Bank and its subsidiaries and/or affiliates retains and reserves any and all rights to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper.
Full Time
$111k-128k (estimate)
06/28/2023
05/16/2024
sptco.com
Sarasota, FL
The job skills required for Financial Planner include Analysis, Planning, Microsoft Office, Presentation, Financial Planning, Record Keeping, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.
If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
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Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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These companies or consultants can offer advice, or may be registered to sell financial products.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
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Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
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The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
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Step 3: View the best colleges and universities for Financial Planner.