Private Wealth Advisor / Private Bank Client Advisor

Job overview

The Private Wealth Advisor / Private Bank Client Advisor role is onsite in Fort Lauderdale, FL. Compensation is not specified. The role supports a financial institution’s Private Wealth Management division as it expands its advisor team and works to enhance client experiences. The advisor guides high- and ultra-high-net-worth clients on wealth and estate planning, investments, and banking. The role builds and maintains client relationships, develops new business, and coordinates specialists to provide tailored financial strategies.

What you'll do

• Advise clients on wealth and estate planning, investments, and banking
• build and maintain client relationships
• develop new client relationships through internal and external sales
• profile clients and create tailored strategies
• coordinate specialists
• explain complex financial concepts.

What we're looking for

Skills & competencies

private wealth advisor

private bank

client advisor

wealth planning

estate planning

investments

banking

fort lauderdale fl

high-net-worth clients

business development

nmls registration

cfa or cfp preferred

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree or equivalent experience and 8+ years working with high- and ultra-high-net-worth clients. NMLS registration under the S.A.F.E. Act and Regulation Z is required; CFA or CFP is preferred.

About the employer

Professions Inc is hiring for this role. Industry: Savings Institutions and Other Depository Credit Intermediation. Sector: 52.