Private Wealth Advisor

Popular Bank; Fort Lauderdale (FL); Híbrido; USD 120.000 - 210.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work model

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Relationship management

Financial services sales

Investment guidance

Cross-selling

Client onboarding

Educación

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

Descripción del empleo

Position Title: Private Wealth Advisor

Date: Oct 16, 2026

Location: Fort Lauderdale, FL, US, 33301

Company: Popular Bank

Popular Investments - SFL

We are currently searching for a Private 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.

In this position, you will:

• 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.

Benefits

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

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.
• 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.

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

Popular is an Equal Opportunity Employer, including Disability/Vets

Popular is a Drug Free Workplace

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?

Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.

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Nearest Major Market: Fort Lauderdale

Nearest Secondary Market: Miami

Job Segment: Relationship Manager, Customer Service