Wealth Management Advisor I: Client Solutions

Amerant Bank NA; Coral Gables (FL); On-site; USD 85,000 - 130,000; Full time

Job summary

Amerant Bank NA in Coral Gables, FL seeks a Wealth Management Advisor I to develop and manage a book of high-net-worth clients in the investment services arena. The role focuses on building trusted relationships, offering tailored wealth solutions, and coordinating with bank and trust teams to meet client objectives.

The position requires 3–5 years in wealth management, solid knowledge of investments, and a proactive approach to client service.

Qualifications

• Bachelor’s degree in business, finance, economics, or related field.
• SIE, Series 7 and 66. Series 4 preferred.
• A masters’ degree or other well-known professional certification are a plus. STEP FC / CFP (Preferred) - CFA (Optional)

Responsibilities

• Wealth Management Advisor I develops new client business using internal and external networks.
• Assess customer goals and provide comprehensive wealth management advice.
• Prepare initial proposals and gather required documents for account opening.
• Maintain licenses and stay current on market news and products knowledge.
• Coordinate with bank and trust officers to integrate banking or trust solutions.
• Maintain regular client contacts and seek feedback to ensure satisfaction.

Skills

Wealth management

Relationship management

Sales skills

Financial markets knowledge

Client acquisition

Education

Bachelor’s degree in business, finance, economics, or related field

SIE

Series 7 and 66

Series 4

CFP

CFA

Job description

Amerant Bank NA in Coral Gables, FL seeks a Wealth Management Advisor I to develop and manage a book of high-net-worth clients in the investment services arena. The role focuses on building trusted relationships, offering tailored wealth solutions, and coordinating with bank and trust teams to meet client objectives.

The position requires 3–5 years in wealth management, solid knowledge of investments, and a proactive approach to client service.