UHNW Private Wealth Advisor - Growth & Planning

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

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.