What are the responsibilities and job description for the Senior Wealth Advisor position at Jobs via eFinancialCareers?
About Coral Gables Trust Company
Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located 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 Responsibilities
The Senior Wealth Advisor primarily works out of the Coral Gables office and reports to the Chief Wealth Advisor, drawing support from the Investment Management, Trust & Estate, and Financial Planning professional teams at Coral Gables Trust.
Employee benefits include 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 Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located 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 Responsibilities
The Senior Wealth Advisor primarily works out of the Coral Gables office and reports to the Chief Wealth Advisor, drawing support from the Investment Management, Trust & Estate, and Financial Planning professional teams at Coral Gables Trust.
- Develop new 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.
- Quarterback existing relationships internally and source prospective client opportunities by networking and obtaining referrals.
- 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.
- Seek opportunities to generate positive public awareness and brand Coral Gables Trust Company in the marketplace.
- Communicate current economic and market conditions and basic investment and trust strategies and solutions to prospective clients.
- Learn high-level strategies, investment options and services.
- Build a 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.
- 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.
- Use and embrace the firm's Client Relationship Management (CRM) system and other client advisory and sales programs.
Employee benefits include 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.