WHO WE ARE
At The Florida Trust, we’re not your typical financial institution. We’re an independent trust company built on relationships, not transactions. Our mission is to help individuals and families preserve and grow their wealth with integrity, transparency, and a deeply personal touch. We serve clients across Southwest Florida and beyond, offering investment management, trust, and estate services with a boutique feel and institutional strength. Our team is close-knit, community-minded, and committed to doing right by our clients—and each other.
WHAT YOU’LL DO
As an Investment Associate, you'll play a key role in supporting our wealth management team by assisting with portfolio administration, streamlining operations, and delivering an exceptional client experience. You'll be assisting the portfolio management team with the following responsibilities (but not limited to).
WHAT YOU’LL DO
Day-to-Day Responsibilities:
WHY YOU’LL LOVE WORKING HERE
Working here feels like being part of something meaningful. They believe in professionalism without pretense, and treat their team like the valuable people they are—not just job titles. You’ll be surrounded by smart, kind, and driven colleagues who care deeply about their work and the people they serve.
This job is available exclusively to members for the first 14 days after posting. Become a member to view the full details and apply.
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