Wealth Planner Jobs

Location: Florida

Since opening our doors in 1926, Seacoast Bank has embraced a visionary approach to the future while remaining true to our local roots and family values. Based in Stuart, we are one of the largest publicly traded banks headquartered in Florida.

We believe that our greatest assets will always be our people — local bankers who are knowledgeable about the communities we serve and dedicated to providing an exceptional customer experience.

We offer exciting and challenging opportunities in an environment that supports diversity, enabling associates across the organization a greater sense of empowerment to create change for the better. This is evident in our American Banker “2022 Best Banks to Work For” and “Best Places to Work for LGBT Equality” by the Human Rights Campaign designations.

JOB SUMMARY:

Seacoast Wealth Management believes in the importance of financial planning, and it shows in our results. As a Wealth Planner with Seacoast, you will be a key member of our team, supporting multiple Wealth Management teams who also believe in the importance of financial planning.

QUALIFICATIONS:

• 7+ years of experience in financial planning.
• Strong technical knowledge of issues relating to estate and tax planning, executive compensation structures, asset protection strategies, business transition planning, generational wealth transfer, stock options analysis, and insurance solutions.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products and MGPro Financial Planning software.
• Experience with group facilitation, presentations and public speaking.
• FINRA Series 7, 66 and Florida Life, Health, and Annuity license (can attain after hire)
• Strong written, verbal, problem-solving, and analytical skills.
• Strong communication and relationship skills. Must be a team player.
• Bachelor's degree
• J.D. or CPA, will consider CFP® certification as a substitute if candidate demonstrates a strong proficiency of estate and tax law
• Ability to travel within the state of Florida, occasionally overnight.

ESSENTIAL JOB FUNCTIONS:

• Work closely with Chief Wealth Officer, Wealth Advisor, Portfolio Manager, Trust Officer, and Chief Investment Officer to deliver best-in-class planning to high-net-worth clients.
• Ability to take complicated issues and communicate in a way that clients can easily understand.
• Assume additional responsibilities as requested by management.
• Attend Commercial and other internal line of business meetings to discuss planning strategies and legislative updates to increase referral activity to Wealth Management.
• Remain knowledgeable and up to date on financial issues and regulatory changes.
• Oversee division use of planning practices and lead special projects designed to improve the overall tactical and strategic planning group objectives.
• Support the Wealth Management team by leading the Financial Planning process for Family Office clients and prospects throughout the state of Florida (greater than $20 million AUM), and other Wealth Management clients in specific markets. ($1 million - $20 million AUM)
• Mentor Wealth Management teammates, and position as the “go-to” person for complex planning questions.