Private Wealth Advisor

Popular; Fort Lauderdale (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

Popular Investments is seeking a Private Wealth Advisor to join our South Florida team. You will deliver comprehensive wealth management strategies to high-net-worth individuals and select institutions, drawing from our investment platform and private banking capabilities.

You will manage multi-entity client structures, advise on investments, and coordinate with the Private Client team to offer bespoke lending and related services.

Qualifications

• Bachelor’s degree from an accredited college in Business Administration or related field, master’s preferred.
• 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.
• Advanced credentials are strongly preferred: CRPC and CFP, or equivalent.

Responsibilities

• Provide ongoing service to existing clients and build customer base by identifying and developing financial services prospects and contacts.
• Provide ongoing service to existing clients while seeking opportunities to expand their financial relationship with the bank, cross-selling bank services and products.
• Manage and nurture client relationships.
• Ensure the sales process is based upon holistic profiling/financial planning approach to ensure client satisfaction and attainment of maximum sales and referral opportunities.
• Provide comprehensive guidance and insight to clients, and colleagues as appropriate.
• 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, inclusive of alternative investment options such as hedge funds, private equity, and structured products, as appropriate, and partner with Popular Private Client team to deliver bespoke lending, including securities-based lending, together with other available private banking and Popular Bank products and services.
• Manage diverse client portfolios and monitor market trends, macroeconomic developments, and client-specific risk exposures to ensure portfolios remain aligned with objectives.
• Develop new client relationships through centers of influence, professional networks, and HNW community engagement. Maintain exceptional client satisfaction through proactive communication, strategic insight, and anticipatory service.
• Conduct all client interactions, investment recommendations, and sales activities in compliance with applicable laws and regulations, including the Interagency Statement on Non-Deposit Investment Products (NDIP), as well as the Bank’s corporate policies and procedures.
• Ensure adherence to client profiling and suitability standards, delivery of required disclosures, use of approved materials, and proper documentation of client information, recommendations, and transactions.

Skills

Financial services experience

Investment sales

Client relationship management

FINRA Series 7

Series 66/63/65

Life and Health Insurance license

CRPC/CFP

Education

Bachelor’s degree in Business Administration or related field

Master’s degree preferred

Job description

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Date: Oct 16, 2026

Location: Fort Lauderdale, FL, US, 33301

Company: Popular

Workplace Type: On-site

Popular Investments - SFL

We are currently searching for aPrivate Wealth Advisor to join our Popular Investments team in South Florida. The Private Wealth Advisors (PWA) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. They will work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. PWA’s deliver an unparalleled investment platform inclusive of the full product and service offerings of Osaic Institutions and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. Private Wealth Advisor serve clients with complex balance sheets, multi-entity structures and with multi-generational needs, with clients typically holding investable assets of $2mm+. As client needs evolve, the Private Wealth Advisor will proactively identify new opportunities by leveraging the resources of Popular Bank, Osaic Institutions, and other specialist resources.

• Provide ongoing service to existing clients and build customer base, by identifying and developing financial services prospects and contacts.
• Provide ongoing service to existing clients while seeking opportunities to expand their financial relationship with the bank, cross-selling bank services and products.
• Manage and nurture client relationships.
• Ensure the sales process is based upon holistic profiling/financial planning approach to ensure client satisfaction and attainment of maximum sales and referral opportunities.
• Provide comprehensive guidance and insight to clients, and colleagues as appropriate.
• 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, inclusive of alternative investment options such as hedge funds, private equity, and structured products, as appropriate, and partner with Popular Private Client team to deliver bespoke lending, including securities-based lending, together with other available private banking and Popular Bank products and services.
• Manage diverse client portfolios and monitor market trends, macroeconomic developments, and client-specific risk exposures to ensure portfolios remain aligned with objectives.
• Develop new client relationships through centers of influence, professional networks, and HNW community engagement. Maintain exceptional client satisfaction through proactive communication, strategic insight, and anticipatory service.
• Conduct all client interactions, investment recommendations, and sales activities in compliance with applicable laws and regulations, including the Interagency Statement on Non-Deposit Investment Products (NDIP), as well as the Bank’s corporate policies and procedures.
• Ensure adherence to client profiling and suitability standards, delivery of required disclosures, use of approved materials, and proper documentation of client information, recommendations, and transactions.

To be considered, you will need:

• Bachelor’s degree from an accredited college in Business Administration or related field, master’s preferred
• 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. Advanced credentials are strongly preferred: CRPC and CFP, or equivalent.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.

Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at [e-mail] . This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer, including Disability/Vets

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Nearest Major Market: Fort Lauderdale
Nearest Secondary Market: Miami
Job Segment: Relationship Manager, Customer Service