Senior Wealth Advisor

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, a firm that puts clients’ interests first, acts as a fiduciary (asset‑based fees), offers open architecture and Multi‑Family Office Services.
• Act as quarterback for 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 in the marketplace.
• Learn high‑level strategies, investment options and services.
• Build a strong and growing sales pipeline. Collaborate with the Coral Gables Trust 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, anticipating the client’s needs through regular interaction and demonstrating a sincere interest in clients’ 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.