Private Wealth Advisor: HNW Planning & Portfolios

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

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.