Senior Private Wealth Strategist

Popular Bank; Fort Lauderdale (FL); On-site; USD 120,000 - 220,000; Full time

Job summary

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

The role emphasizes relationship management, investment guidance, and fiduciary-level service, with FINRA licenses and US work authorization required to succeed.

Qualifications

• FINRA licenses required.
• US work authorization.

Responsibilities

• Create comprehensive wealth management plans for high-net-worth clients.
• Deliver customized investment, tax, estate planning, and private banking strategies.
• Provide fiduciary-level service and build strong client relationships.

Skills

Relationship management

Investment advice

Fiduciary service

Job description

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

The role emphasizes relationship management, investment guidance, and fiduciary-level service, with FINRA licenses and US work authorization required to succeed.