Wealth Management Advisor I - Investment & Client Growth

Amerantbank; Coral Gables (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Amerantbank is seeking a Wealth Management Advisor I in Coral Gables, FL. The role builds and maintains a book of clients in Intl and domestic markets, delivering unbiased financial guidance and coordinating with bank and trust officers to integrate solutions.

You will assess client goals, provide investment advice, prepare proposals, and maintain KYC and account documentation, while staying current on markets and products.

Qualifications

• Bachelor's degree in business, finance, economics or related field.
• SIE, Series 7 and 66 required; Series 4 preferred.
• A master's or another professional certification is a plus (CFP/STEP FC).

Responsibilities

• Develops and maintains a book of business with 150–180 relationships, focusing on Investments.

Skills

Relationship management

Sales skills

Negotiation

Investments knowledge

Financial systems

Education

Bachelor's degree in business/finance/economics

SIE

Series 7 & 66

CFP / STEP FC (Preferred)

Master's degree (plus)

Job description

Amerantbank is seeking a Wealth Management Advisor I in Coral Gables, FL. The role builds and maintains a book of clients in Intl and domestic markets, delivering unbiased financial guidance and coordinating with bank and trust officers to integrate solutions.

You will assess client goals, provide investment advice, prepare proposals, and maintain KYC and account documentation, while staying current on markets and products.