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Wealth Management Advisor - Investment & Client

Job in Coral Gables, Miami-Dade County, Florida, 33114, USA
Listing for: Amerantbank
Full Time position
Listed on 2026-10-17
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Advisor I - Investment & Client Growth

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.

We are currently recruiting a Wealth Management Advisor I
- Investment & Client Growth for our team in Coral Gables, FL, United States.

As a Wealth Management Advisor I
- Investment & Client Growth, you will play an important part at Amerantbank in Coral Gables, FL, United States.

We invite applications for the Wealth Management Advisor I
- Investment & Client Growth position located in Coral Gables, FL, United States.

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