Elite Private Wealth Advisor for HNW Clients

Popular Bank; Fort Lauderdale (FL); Hybrid; USD 120,000 - 210,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Popular Bank is seeking a Private Wealth Advisor in South Florida to create comprehensive wealth management plans for high-net-worth individuals and select institutions. You will work one-on-one with clients to deliver customized strategies leveraging our investment platform, tax and estate planning, and private banking solutions.

The role requires a strong background in relationship management, investment advice, and fiduciary-level service, with FINRA licenses and a US work authorization.

Qualifications

• Bachelor's degree in Business Administration or related field required.
• Ten (10) years of financial services industry experience with investment-based sales and relationship management experience.
• FINRA Series 7 required; FINRA Series 66 or Series 63 and 65 required.
• Life and Health Insurance license required.
• Applicants must be authorized to work for any employer in the United States; visa sponsorship not available.

Responsibilities

• Provide ongoing service to existing clients and build customer base by identifying and developing financial services prospects.
• Cross-sell bank services and products to expand client relationships.
• Manage and nurture client relationships.
• Base sales process on holistic profiling/financial planning to maximize client satisfaction, sales and referrals.
• Provide comprehensive guidance to clients and colleagues.
• Assess clients' financial circumstances and investment objectives.
• Advise clients on advantages and disadvantages of various investment products.
• Construct customized portfolios using open-architecture investment solutions, including alternatives; partner with Private Client team for bespoke lending and private banking products.
• Monitor portfolios and market trends to keep objectives aligned.
• Develop new clients through centers of influence and networks; maintain exceptional satisfaction through proactive communication.

Skills

Relationship management

Financial services sales

Investment guidance

Cross-selling

Client onboarding

Education

Bachelor's degree in Business Administration or related field

Master's degree preferred

FINRA Series 7

FINRA Series 66 or Series 63 and 65

Life and Health Insurance license

Job description

Popular Bank is seeking a Private Wealth Advisor in South Florida to create comprehensive wealth management plans for high-net-worth individuals and select institutions. You will work one-on-one with clients to deliver customized strategies leveraging our investment platform, tax and estate planning, and private banking solutions.

The role requires a strong background in relationship management, investment advice, and fiduciary-level service, with FINRA licenses and a US work authorization.