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Advisory Team Coordinator Sarasota, FL
Job Location:
Job Location:
Sarasota, FL - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
13 June 2026 (30+ days ago)
Posted:
Application Deadline:
22 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Advisory Team Coordinator
Location: Sarasota FL
Employment Type: Full-Time
ABOUT THE ROLE
The Advisory Team Coordinator sits at the intersection of Marketing and the Advisory Team.
You will be responsible for:
Responding rapidly to hot inbound leads
Scheduling Discovery Meetings
Conducting seminar attendee qualification calls
Improving Discovery Meeting attendance rates
Supporting Florida seminars
Coordinating advisor calendars
Maintaining Salesforce documentation
Creating a world-class prospect experience
This is not a passive administrative role. You directly influence advisor productivity marketing ROI Discovery Meeting stick rate and company growth.
WHO WERE LOOKING FOR
Hungry humble and smart
Organized and detail-oriented
Strong communicator
High urgency
Ownership mentality
Comfortable on the phone
WORK ENVIRONMENT
Full-time in-office
Sarasota Florida
Attendance at Florida seminars required
Occasional evening seminar events
COMPENSATION
Competitive salary plus performance-based bonus opportunities tied to results.
Employment Type: Full-Time
ABOUT THE ROLE
The Advisory Team Coordinator sits at the intersection of Marketing and the Advisory Team.
You will be responsible for:
Responding rapidly to hot inbound leads
Scheduling Discovery Meetings
Conducting seminar attendee qualification calls
Improving Discovery Meeting attendance rates
Supporting Florida seminars
Coordinating advisor calendars
Maintaining Salesforce documentation
Creating a world-class prospect experience
This is not a passive administrative role. You directly influence advisor productivity marketing ROI Discovery Meeting stick rate and company growth.
WHO WERE LOOKING FOR
Hungry humble and smart
Organized and detail-oriented
Strong communicator
High urgency
Ownership mentality
Comfortable on the phone
WORK ENVIRONMENT
Full-time in-office
Sarasota Florida
Attendance at Florida seminars required
Occasional evening seminar events
COMPENSATION
Competitive salary plus performance-based bonus opportunities tied to results.
Required Experience:
IC
About Company
Advisor Talent Solutions partners with independent financial advisors nationwide to support their hiring and talent needs.
