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Senior Wealth Management Fiduciary Advisor @ Grove Bank & Trust

Miami, Florida, USOnsiteFull Time
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About this role

Senior Wealth Management Fiduciary Advisor at Grove Bank & Trust. Location: Miami, Florida, United States. Role: managing relationships, administering estates, mentoring staff Requirements: Bachelor's degree in a related field, 7+ years fiduciary/relationship or trust experience, strong fiduciary judgment, client relationship and estate administration expertise, and leadership/mentoring ability. Category: Finance and Accounting Seniority: Senior Level Certifications: attorney, cpa, cfp, cpwa, ctfa Commitment: Full Time Workplace: Onsite Languages: English

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