Senior Wealth Advisor | Miami, FL, USA | In-Office

Senior Wealth AdvisorCoral Gables Trust Company Miami, United States Apply now Posted 1 day ago In-Office Job Permanent To be discussed Senior Wealth AdvisorCoral Gables Trust Company Miami, United States Apply now Coral Gables Trust Company is based in South Florida, specializing in Wealth Management, Financial Planning, and Trust & Estate services with offices in Coral Gables, Fort Lauderdale, Boca Raton, and West Palm Beach.Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.Primary ResponsibilitiesThe Senior Wealth Advisor primarily works out of the Coral Gables officeand reports to the Chief Wealth Advisor, drawing support from the Investment Management, Trust & Estate, and Financial Planning professional teams at Coral Gables Trust.Developnew client relationships by introducing Coral Gables Trust Company,which puts clients’ interests first, makes decisions promptly (HQ locally), is a fiduciary (asset-based fees), open architecture, and Multi-Family Office Services.Quarterbackexisting relationships internally and source prospective client opportunities by networking and obtaining referrals.Participateat a leadership level with key community and professional organizations, recognized social and business leaders, as well as Circle of Influences to generate referrals.Seekopportunities to generate positive public awareness and brand Coral Gables TrustCompany in the municatecurrent economic and market conditions and basic investment and trust strategies and solutions to prospective clients.Learnhigh-level strategies, investment options and services.Builda strong and growing sales pipeline. Collaborates with the Coral Gables Trust Company's team to close qualified opportunities and assist in preparation of top-level client presentations.Takea leadership role as part of the client relationship management team in anticipating the client’s needs as determined through regular client interaction, and an interest, and ability to listen and have a sincere interest in clients’ needs and desires.Useand embracethe firm's Client Relationship Management (CRM) system and other client advisory and sales programs.Employee benefitsinclude a 401(k) plan with matching contributions, dental insurance, a flexible spending account, health insurance, life insurance, paid time off, professional development assistance, and vision insurance.Coral Gables Trust is based in South Florida, specializing in Wealth Management, Financial Planning, and Trust & Estate services. We are located in Co...More jobs From Coral Gables Trust CompanyBoost your careerFind thousands of job opportunities by signing up to eFinancialCareers today. #J-18808-Ljbffr

Created: 2025-09-24