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

Coral Gables Trust Company; Miami (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

An established industry player in wealth management is seeking a Senior Wealth Advisor to join their dynamic team in Miami. This role offers a unique opportunity to cultivate new client relationships while managing existing ones, all within a supportive and collaborative environment. The ideal candidate will be a proactive leader, eager to engage with the community and articulate complex investment strategies to clients. With a strong focus on client needs and a commitment to excellence, this position promises not only professional growth but also the chance to make a significant impact in the financial landscape of South Florida.

Qualifications

• Strong client relationship management skills are essential.
• Ability to communicate investment strategies effectively.

Responsibilities

• Develop new client relationships and manage existing ones.
• Participate in community organizations to generate referrals.
• Collaborate with teams to prepare client presentations.

Skills

Client Relationship Management

Networking

Investment Strategies

Financial Planning

Communication Skills

Tools

CRM System

Job description

Senior Wealth Advisor

Coral Gables Trust Company Miami, United States

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Posted: 1 day ago | In-Office Job | Permanent | Salary: $120k - $160k

The Senior Wealth Advisor will primarily work out of our Coral Gables offices and report to the Managing Director & Chief Wealth Advisor, drawing support from the Investment Management, Trust & Estate, and Financial Planning professional teams at Coral Gables Trust.

The Senior Wealth Advisor will be expected to:

1. Develop new client relationships by introducing Coral Gables Trust, which puts clients’ interests first, makes decisions promptly (HQ locally), is a fiduciary (asset-based fees), open architecture, and Multi-Family Office Services.
2. Quarterback existing relationships internally and source prospective client opportunities by networking and obtaining referrals.
3. Participate at a leadership level with key community and professional organizations, recognized social and business leaders, as well as Circle of Influences to generate referrals.
4. Seek opportunities to generate positive public awareness and brand Coral Gables Trust in the marketplace.
5. Ability to articulately communicate current economic and market conditions and basic investment and trust strategies and solutions to prospective clients.
6. Eager to continue learning high-level strategies, investment options, and services.
7. Build a strong and growing sales pipeline. Collaborate with the Coral Gables Trust's team to close qualified opportunities and assist in preparation of top-level client presentations.
8. Take a 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.
9. Fully use and embrace the firm's Client Relationship Management (CRM) system and other client advisory and sales programs.

Coral Gables Trust is based in South Florida, specializing in Wealth Management, Financial Planning, and Trust & Estate services.