Private Wealth AdvisorClient Advisor Private Bank

Professions Inc; Fort Lauderdale (FL); On-site; USD 100,000 - 150,000; Full time

Job summary

Professions Inc in Fort Lauderdale, Florida, is seeking a Private Wealth Advisor to guide clients in wealth and estate planning, investments, and banking. Candidates should possess a Bachelor’s degree, 8+ years of experience with High and Ultra High Net Worth clients, and a strategic mindset for problem-solving.

The position offers a collaborative and supportive environment with a focus on career growth and success. Strong relationship management and business development skills are essential.

Qualifications

• 8+ years of experience with High and Ultra High Net Worth clients.
• Ability to create tailored strategies and coordinate a team of specialists.
• Strong network with proven success in client segments.

Responsibilities

• Guide clients in wealth and estate planning, investments, and banking.
• Leverage client knowledge and financial skillset to build relationships.
• Develop new client relationships through internal and external sales.

Skills

Relationship management

Business development

Client profiling

Communication

Problem-solving

Education

Bachelor's degree or equivalent experience

Tools

CFA or CFP designation

Job description

Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success. They value diversity and offer a broad spectrum of career opportunities, encouraging you to explore, learn, and excel from day one. As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment.

In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment, combined with a rich product portfolio and excellent prospecting opportunities, provides a solid foundation for career growth.

The role of Private Wealth Advisor involves guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and a broad financial skillset to build and maintain relationships. Growth is achieved through both internal and external sales and development of new client relationships. The team is backed by specialists offering in-depth knowledge in their areas of expertise.

Qualifications

• Bachelor's degree or equivalent experience.
• 8+ years of experience with High and Ultra High Net Worth clients.

Preferred Skills

• Strong network with excellent relationship management and business development skills.
• Proven success in specific client segments or verticals.
• Ability to profile clients and create tailored strategies.
• Skill in coordinating a team of specialists.
• Strong communication skills to explain complex concepts effectively.
• A strategic advisor mindset with problem‑solving passion.
• Independent decision‑making and business ownership mentality.
• CFA or CFP designation preferred.

This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z, including a background and credit check.