About Coral Gables Trust Company Coral Gables Trust Company is based in South Florida, specializing ... We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach. Our services include ...
About Coral Gables Trust Company Coral Gables Trust Company is based in South Florida, specializing ... We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach. Our services include ...
About Coral Gables Trust Company Coral Gables Trust Company is based in South Florida, specializing ... We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach. Our services include ...
About Coral Gables Trust Company Coral Gables Trust Company is based in South Florida, specializing ... We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach. Our services include ...
About Coral Gables Trust Company Coral Gables Trust Company is based in South Florida, specializing ... We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach. Our services include ...
About Coral Gables Trust Company Coral Gables Trust Company is based in South Florida, specializing ... We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach. Our services include ...
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Company In information
What is the difference between Company In vs Customer Service Representative?
| Aspect | Company In | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; sometimes additional training | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Office settings, call centers, or remote work | Office or call center environments, interacting directly with customers |
| Industry Usage | Common across various industries including retail, tech, and finance | Primarily in retail, telecom, and service industries |
| Search & Comparison Intent | People looking for company-specific roles or internal positions | Individuals seeking customer-facing roles in companies |
Company In roles typically focus on internal company functions, such as administrative or operational tasks, often requiring similar credentials as customer service roles. Customer Service Representatives directly interact with customers, providing support and resolving issues. While both roles are customer-facing or company-focused, they differ mainly in their primary responsibilities and work environment.
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Wealth Advisor - Coral Gables Trust Company
Fort Lauderdale, FL • On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 24 days ago
Job description
About Coral Gables Trust Company
Coral Gables Trust Company is based in South Florida, specializing in Trust & Estate Administration, Wealth Management, and Financial Planning services. We are located in Coral Gables, Fort Lauderdale, Boca Raton, and Palm Beach.
Our services include Trust & Estate Services, Investment Management, Directed Trusts, Special Needs Trust, Financial Planning, Escrow Services, Cash Management, and Estate Settlement Services.
Primary Responsibilities of Wealth Advisor
The Wealth Advisor primarily works out of the Ft. Lauderdale 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 Company, which puts clients’ interests first, makes decisions promptly (HQ locally), is a fiduciary (asset-based fees), open architecture, and Multi-Family Office Services.
- 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.
- Quarterback existing relationships internally and source prospective client opportunities by networking and obtaining referrals.
- Build a strong and growing sales pipeline. Collaborates with the Coral Gables Trust Company's team to close qualified opportunities and assist in preparation of top-level client presentations.
- Seek opportunities to generate positive public awareness and brand Coral Gables Trust Company in the marketplace.
- Communicate current economic and market conditions and basic investment and trust strategies and solutions to prospective clients.
- 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.
- Learn high-level strategies, investment options and services.
- Use and embrace the firm's Client Relationship Management (CRM) system and other client advisory and sales programs.
Benefits
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.
About Coral Gables Trust
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Miami, FL, US
Year founded
2004