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Essential Duties and Responsibilities
Fiduciary Responsibilities
Build and maintain strong client contact and provide sales support
Operational and Compliance Activities
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience
All candidates for hire will undergo a credit and criminal background check. Only qualified candidates will be contacted.
Grove Bank & Trust is a drug-free workplace and an AA/Equal Opportunity Employer - Minorities/Female/Veteran/Disability.
Full Time
Banking
$62k-93k (estimate)
01/07/2024
06/21/2024
grovebankandtrust.com
MIAMI, FL
50 - 100
1926
SHELDON T ANDERSON
$10M - $50M
Banking
Grove Bank & Trust, founded on July 12, 1926, is a Miami-based financial services firm and is one of the longest continuously operating banks in Florida. People are our most important asset and our brand. The values of integrity and honesty are of paramount importance to us and are the essence of who we are and how we operate. Grove Bank & Trust offers boutique banking, comprehensive trust, and wealth management services* tailored to meet the needs of individuals, families and their businesses. Grove Bank & Trust continues to retain its strong capital and liquidity position and has one of the ...
strongest Capital ratios among banks in South Florida and within the top 10% of banks nationwide as of 12/31/2020. *Investment Products: Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not a Deposit | Not Insured by any Federal Government Entity. Clients of Grove Bank & Trust and their affiliates should consult with their legal and tax advisors prior to entering into any financial transaction or estate plan. Member FDIC | Equal Housing Lender
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The job skills required for Wealth Management Associate include Wealth Management, Planning, Client Service, Sales Support, Communication Skills, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Associate. Select any job title you are interested in and start to search job requirements.
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Career tips from people on Wealth Management Associate jobs
1-3 years of trust sales or trust relationship management experience.
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