2 client experience specialist jobs found

Position Title: Private Wealth Advisor Date: Oct 16, 2026 Location: Fort Lauderdale, FL, US, 33301 Company: Popular Bank Popular Investments - SFL We are currently searching for a Private Wealth Advisor to join our Popular Investments team in South Florida. The Private Wealth Advisors (PWA) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. They will work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. PWA’s deliver an unparalleled investment platform inclusive of the full product and service offerings of Osaic Institutions and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. Private Wealth Advisor serve clients with complex balance sheets,...

Canandaigua National Bank & Trust Co Wealth Advisor II Canandaigua National Trust Company Florida  Location: Sarasota, FL (Hybrid – 4 days/wk. in office)   Canandaigua National Trust Company of Florida Since 2009, Canandaigua National Trust Company of Florida (CNTF) has been building upon the upstate New York legacy of Canandaigua National Bank by providing a higher level of personal service, a diversified team of highly credentialed representatives, the finest trust officers, and a suite of investment choices tailored to meet a variety of goals and objectives. At Canandaigua National Trust Company of Florida, we realize that each customer has unique financial goals. We offer the friendly education and advice you need to accumulate, grow, and maintain the wealth necessary to achieve yours. What truly separates us from larger financial services firms is our people--experienced, non-commissioned professionals who take the time to understand your...