Since 1997 Allegiant Private Advisors has been resolute in our focus: each client family’s success. To maintain this commitment, our boutique firm has grown over the decades thanks to an expert and caring team of professionals with a shared focus on this fiduciary commitment.
Today our firm includes wealth advisors, financial analysts, portfolio managers and client service professionals who enjoy a friendly, warm, professional working environment. Our attention to detail and high expectations help define a gratifying career and make a lasting impact in our clients’ lives and community.
Internally our three teams (Client Service, Investment Management and Wealth Management) are highly collaborative and do not work as silos. In fact, collaboration is key to our structure: a team approach that considers every angle. No advisor operates as a solo practitioner—internal competition is shunned upon—and every client can feel comfortable reaching out to anyone at Allegiant. We don’t operate via “books of business.” There are no sales incentives and no commissions on any of our managed investment accounts. Our firm’s foundation of success is the strength and stability of this committed team with long-term vision and deep expertise.
To excel at Allegiant, you must value learning and shaping the way we care for our clients, embrace technology, and hold in high regard Allegiant’s commitment to serving clients in a fiduciary capacity. Our team’s technical skills, education, and specialized industry designations are reflections of decades of work—individually by our staff and as a company to carefully curate a wonderful, comprehensive group of professionals.
The character, passion, and professionalism of the Allegiant team is evident through our client-centric philosophy, focus on continual improvement, and commitment to excellence. Our boutique firm’s culture deeply values our client families, internal team, and community.
If this is an environment that appeals to you, we invite you to contact us. The Allegiant team is always interested in connecting with professionals who care deeply about making a difference in the lives of our clients. We feel tremendously fortunate to work with such a talented, passionate, highly qualified, and fun team and are always ready to welcome new colleagues to the firm.
The Research Assistant’s primary responsibilities include performance analysis of equities and potential holdings, data compilation, report preparation, and analysis of macro and microeconomic data. As part of the Investment Management division, the Research Assistant will support and work as part of a specialized team that manages portfolios on a discretionary basis and conducts Allegiant’s independent, in-house economic, and security-level research. A dedication to performing operational tasks with precision and addressing internal or client needs with a technically accurate and concierge-like approach are vital to the success of this position. Experience in the financial services industry is preferred, but not required. Click here to learn more and apply.
Equal Opportunity Employer
Allegiant Private Advisors, LLC, and its affiliated companies are Equal Opportunity Employers. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors. We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based on any of these characteristics.
Allegiant Private Advisors, LLC, and its affiliated companies are Drug-Free Workplaces. In a commitment to safeguard the health of our employees and to provide a safe environment for everyone, Allegiant Private Advisors has established a Drug-Free Workplace Policy. The ultimate goal of this policy is to balance our respect for individual privacy with our need to keep a safe, productive, drug-free environment. This policy is implemented pursuant to the drug-free workplace program requirements under Florida Statute 440.102 and Administrative Rule 59A-24 of the State of Florida Agency for Health Care Administration.
Allegiant Private Advisors, LLC, and its affiliated companies only hire applicants that are legally eligible for employment in the U.S. All employees are required to complete Section 1 of federal Form I-9 (Employment Eligibility Verification) and present acceptable documentation from the Lists of Acceptable Documents provided on page 3 of the I-9.
As an E-Verify employer, we confirm the eligibility of each employee to work in the United States. E-Verify is an Internet-based system that compares information collected from an employee’s I-9 against data from the U.S Department of Homeland Security and Social Security Administration.
The official U.S. E-Verify Participation Posters informing current and prospective employees of their legal rights and protections are available below:
240 South Pineapple Avenue, Suite 200
Sarasota, Florida 34236
Telephone (941) 365-3745
Toll Free (800) 926-5237
Advisory Services offered through Allegiant Private Advisors, LLC, a Registered Investment Adviser