The Senior Wealth Advisor will primarily work out of our Coral Gables offices and report to the Managing Director & Chief Wealth Advisor, drawing support from the Investment Management, Trust & Estate, and Financial Planning professional teams as well.
The Senior Wealth Advisor will be expected to:
Develop new client relationships by introducing Coral Gables Trust, 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 in the marketplace.
Ability to articulately communicate current economic and market conditions and basic investment and trust strategies and solutions to prospective clients.
Eager to continue learning high-level strategies, investment options and services.
Build a strong and growing sales pipeline. Collaborate with the Coral Gables Trust'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.
Fully use and embrace the firm's Client Relationship Management (CRM) system and other client advisory and sales programs.
