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Senior Wealth Advisor: Client & Fiduciary Strategy
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-01-05
Listing for:
Coral Gables Trust Company
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm in Miami seeks a Senior Wealth Advisor to foster new client relationships and act as a fiduciary. You will build a strong sales pipeline and collaborate with internal teams to provide exceptional client service. The role includes participating in community engagements and employing CRM systems to enhance client interactions. Employee benefits include health insurance, a 401(k) with matching contributions, and paid time off.
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Position Requirements
10+ Years
work experience
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