Wealth Management Professional

7 hours ago

Tampa, Florida, United States Amerantbank Full time
  • Job Summary

  • Amerantbank is seeking a highly skilled Wealth Management Professional to join our team. As a key member of our wealth management team, you will be responsible for developing and managing relationships with high net worth individuals and families, providing comprehensive wealth management advice and solutions to meet their financial goals and objectives.

  • You will work closely with clients to understand their financial needs, goals, and risk tolerance, and provide tailored investment strategies and solutions to meet their unique circumstances.

  • Key Responsibilities

  • Develop and manage relationships with high net worth individuals and families, providing comprehensive wealth management advice and solutions to meet their financial goals and objectives.

  • Conduct thorough financial analyses to understand client financial needs, goals, and risk tolerance, and provide tailored investment strategies and solutions to meet their unique circumstances.

  • Work closely with clients to understand their financial situation and provide guidance on investment opportunities, tax planning, and estate planning strategies.

  • Develop and maintain relationships with other professionals, such as attorneys, accountants, and trust officers, to provide comprehensive advice and solutions to clients.

  • Requirements

  • Bachelor's degree in business, finance, economics or related field.

  • Three to five years of experience in wealth management or a related field.

  • Series 7 and 66 licenses, or ability to obtain within six months of hire.

  • Strong communication and interpersonal skills, with ability to work with high net worth individuals and families.

  • Ability to work in a team environment and provide exceptional customer service.

  • What We Offer

  • A competitive salary and bonus structure.

  • A comprehensive benefits package, including health, dental and vision insurance, 401(k) plan, and paid time off.

  • Opportunities for career advancement and professional growth.

  • A dynamic and supportive work environment.

  • How to Apply

  • Submit your application, including your resume and cover letter, to careers@amerantbank.com.

  • Or, visit our website at www.amerantbank.com/careers to learn more about our company culture and apply for this exciting opportunity.

  • Disclaimer

  • Amerantbank is an equal opportunity employer and welcomes applications from diverse candidates.

  • We are committed to providing a work environment that is free from discrimination and harassment.

  • We are an affirmative action employer and encourage applications from women, minorities, veterans, and individuals with disabilities.

  • Amerantbank is a subsidiary of Banco Amerant, a leading financial institution in the Americas.

  • We are proud to offer a wide range of financial services to individuals and businesses, and are committed to providing exceptional customer service.

  • We are headquartered in Miami, Florida, with a presence in several countries throughout the Americas.

  • Company Overview

  • Amerantbank is a leading financial institution in the Americas, offering a wide range of financial services to individuals and businesses.

  • We are committed to providing exceptional customer service and are dedicated to helping our clients achieve their financial goals.

  • We offer a wide range of financial services, including personal and commercial banking, investment banking, and wealth management.

  • Our team of experienced professionals is dedicated to providing personalized service and expert advice to our clients.

  • We are headquartered in Miami, Florida, with a presence in several countries throughout the Americas.

  • Our Culture

  • Amerantbank is a dynamic and supportive work environment that values teamwork, innovation, and customer service.

  • We are committed to providing our employees with the tools and resources they need to succeed, and offer a range of training and development opportunities to help them advance their careers.

  • We are proud to offer a comprehensive benefits package, including health, dental and vision insurance, 401(k) plan, and paid time off.

  • Our employees are the key to our success, and we are committed to creating a work environment that is inclusive, diverse, and supportive of all employees.

  • Equal Employment Opportunity

  • Amerantbank is an equal opportunity employer and welcomes applications from diverse candidates.

  • We are committed to providing a work environment that is free from discrimination and harassment.

  • We are an affirmative action employer and encourage applications from women, minorities, veterans, and individuals with disabilities.

  • Amerantbank is a subsidiary of Banco Amerant, a leading financial institution in the Americas.

  • We are proud to offer a wide range of financial services to individuals and businesses, and are committed to providing exceptional customer service.

  • We are headquartered in Miami, Florida, with a presence in several countries throughout the Americas.

  • Contact Information

  • For more information about Amerantbank and this exciting opportunity, please visit our website at www.amerantbank.com.

  • You can also contact us by mail at 1555 Ponce de Leon Blvd, Coral Gables, FL 33134, or by phone at (305) 445-5555.

  • We Look Forward to Hearing from You

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