Financial Planner

| Sarasota, FL, USA
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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:

  • Analyze financial data and business trends, providing financial and statistical analysis to 
    support critical business decisions and report to senior management
  • Manage annual operating planning process and related financial budgeting process
  • Provide financial impact modeling and sensitivity analysis for different business 
    scenarios, acquisition strategies and new business investments
  • Prepare weekly, monthly and quarterly presentation for senior management
  • Improve business processes and support strategies to improve execution, implementation, 
    development and maintenance of business applications
  • Leverage technology to generate reports and provide management with tools to enhance 
    data analysis
  • Work with affiliated entities, including internal audit, as needed
  • Coordinate with financial advisors regarding investment issues.
  • Comply with company policies, practices, procedures and risk management
  • Attend internal and client meetings and prepare follow-up as needed
  • Set goals, prioritize and execute duties of the position
  • Manage documents, files and electronic information in an organized, efficient and secure 
    manner
  • Represent company as a professional in appearance and manner
  • Complete company required training courses as assigned

General Requirements: 

  • 3+ years of relevant financial planning experience
  • Must have 3-5 years of Business Development experience
  • Bachelor’s degree required, Finance or related degree preferred
  • Familiarity with insurance products and licensed in insurance products, a plus but not required
  • Strong working knowledge of the interpretation and practical application of trust and insurance document provisions
  • Execute tasks with accuracy and attention to detail
  • Perform responsibilities with honesty and integrity
  • Possess ability to adapt to changing environment

Technical Skills:

  • Experience with Microsoft Office products, particularly Excel and Word
  • Ability to use a trust accounting system
  • Proficient personal computer skills including electronic mail, record keeping, routine 
    database activity, etc.




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.


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:

Analyze financial data and business trends, providing financial and statistical analysis to 
support critical business decisions and report to senior management
Manage annual operating planning process and related financial budgeting process
Provide financial impact modeling and sensitivity analysis for different business 
scenarios, acquisition strategies and new business investments
Prepare weekly, monthly and quarterly presentation for senior management
Improve business processes and support strategies to improve execution, implementation, 
development and maintenance of business applications
Leverage technology to generate reports and provide management with tools to enhance 
data analysis
Work with affiliated entities, including internal audit, as needed
Coordinate with financial advisors regarding investment issues.
Comply with company policies, practices, procedures and risk management
Attend internal and client meetings and prepare follow-up as needed
Set goals, prioritize and execute duties of the position
Manage documents, files and electronic information in an organized, efficient and secure 
manner
Represent company as a professional in appearance and manner
Complete company required training courses as assigned


General Requirements: 

3+ years of relevant financial planning experience
Must have 3-5 years of Business Development experience
Bachelor’s degree required, Finance or related degree preferred
Familiarity with insurance products and licensed in insurance products, a plus but not required
Strong working knowledge of the interpretation and practical application of trust and insurance document provisions
Execute tasks with accuracy and attention to detail
Perform responsibilities with honesty and integrity
Possess ability to adapt to changing environment

Technical Skills:

Experience with Microsoft Office products, particularly Excel and Word
Ability to use a trust accounting system
Proficient personal computer skills including electronic mail, record keeping, routine 
database activity, etc.



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.

More Information on Emigrant Bank
Emigrant Bank operates in the Financial Services industry. The company is located in New York, NY. Emigrant Bank was founded in 1850. It has 387 total employees. To see all 9 open jobs at Emigrant Bank, click here.
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