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Join Our Team

Careers

Our mission is to be the finest source of dependable financial advice, deliver results that can benefit our clients in a meaningful way, and enhance the quality of life to all those we encounter.

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Join Our Team

Dependable advice. Meaningful Results.

  • Our main office is in Lakewood Ranch and we have a satellite office in Lake Wales.

  • We work with clients locally and across the nation.

  • ​We take a team approach to client management by utilizing each of our unique skill sets.

  • We focus on Financial Planning and educating our clients on their journey through life.

  • We have an experienced track record with investment management.

  • Our goal is to be our client's trusted resource and a true extension of their family.

Client Service Associate — RIA Operations
Full-Time, In-Office, Sarasota, FL 

Ranch Capital is looking for a detail-oriented Client Service Associate to support the firm's day-to-day operations — from client onboarding and account paperwork to asset transfers, money movement, and maintaining accurate CRM records. This role also helps modernize the firm's workflows, including evaluating new software and AI tools. Great fit for someone early in their career, whether just starting out or with a few years in RIA operations, wealth management, or client service.

You're a fit if you have:

  • A few years of experience in RIA operations/wealth management/client service (strong entry-level candidates also considered)

  • Advanced Excel skills (formulas, pivot tables, VLOOKUP/XLOOKUP)

  • Sharp attention to detail and strong follow-through

  • Comfort with technology and interest in using AI tools to improve workflows

Nice to have: Series 65/IAR licensing, familiarity with custodial platforms (Schwab, Fidelity, Pershing) or CRMs (Advyzon, Salesforce).

Compensation: Commensurate with experience.

To apply: Send a resume and brief cover note to employment@ranchcap.com 

Associate Advisor
Full-Time, In-Office, Sarasota, FL

Ranch Capital, a growing $400M+ independent RIA, is looking for an Associate Advisor to support senior advisors and serve as a day-to-day point of contact for client relationships — from meeting prep and follow-up to account servicing, onboarding, and coordination with custodians like Fidelity.

You're a fit if you have:

  • 2–4 years of experience in wealth management or financial services

  • An active Series 65 license (or equivalent) or CFP® designation

  • Strong Excel skills and sharp attention to detail

  • A relational, client-first communication style

Compensation: $65,000–$85,000 base (commensurate with experience; top of range for CFP® holders), plus quarterly profit-sharing, SIMPLE IRA match, and referral revenue sharing.

To apply: Send a resume and brief cover letter to  employment@ranchcap.com 

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