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Private Advisor Jobs (NOW HIRING)

Seacoast Bank

Private Advisor II

Fort Lauderdale, FL · On-site

Work closely with Bank partners to provide investment solutions to clients who qualify for the Private Advisor segment, defined as clients with total investable assets of less than $1,000,000.

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Private Advisor information

Is 200,000 enough to work with a financial advisor?

For a Private Advisor, a $200,000 investment can be sufficient to establish a relationship, as many advisors have minimum account sizes ranging from $50,000 to $250,000. The advisor's fee structure, typically a percentage of assets under management, will determine the total cost, and clients should consider ongoing fees and service levels when evaluating affordability.

How does a Private Advisor typically collaborate with clients and other professionals to develop personalized financial strategies?

As a Private Advisor, you will work closely with clients to understand their unique financial goals, risk tolerance, and life circumstances. This often involves regular meetings, in-depth financial analysis, and ongoing communication to adjust strategies as clients’ needs evolve. In addition, Private Advisors frequently collaborate with other specialists such as tax advisors, estate planners, and investment managers to provide comprehensive, tailored solutions. Building trust and maintaining strong client relationships are essential, as is staying current with market trends and regulatory changes that may impact client portfolios.

How much do independent advisors make?

Private advisors, often called independent financial advisors, typically earn a combination of fees and commissions, with annual incomes ranging from $50,000 to over $200,000 depending on experience, client base, and location. Successful advisors with established client portfolios and certifications like CFP can earn higher incomes, especially when working independently without employer constraints.

What does a private advisor do?

A private advisor provides personalized financial, legal, or strategic guidance to individual clients, helping them manage wealth, investments, or personal affairs. They analyze client needs, develop tailored plans, and often work closely with other professionals to achieve clients' goals.

What are the key skills and qualifications needed to thrive as a Private Advisor, and why are they important?

To thrive as a Private Advisor, you need strong financial expertise, analytical abilities, and typically a degree in finance, economics, or a related field, often supported by certifications like CFP or CFA. Familiarity with financial planning software, portfolio management tools, and regulatory compliance systems is essential. Outstanding interpersonal skills, discretion, and the ability to build trust are crucial soft skills in this role. These competencies enable Private Advisors to deliver tailored financial guidance, effectively manage client assets, and foster long-term client relationships.

What are Private Advisors?

Private Advisors are professionals who provide personalized financial advice to individuals, families, or businesses. They typically help clients manage their investments, plan for retirement, optimize tax strategies, and achieve long-term financial goals. Private Advisors may work independently or as part of banks, investment firms, or wealth management companies. Their services are highly tailored, taking into account each client's unique financial situation, risk tolerance, and objectives.

What is the difference between Private Advisor vs Financial Planner?

AspectPrivate AdvisorFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP, ChFC, or similar certifications common
Work EnvironmentPrivate client offices, wealth management firmsIndependent practice, financial advisory firms, or banks
Employer & IndustryHigh-net-worth individuals, private banks, wealth managementGeneral public, individuals, families, corporate clients
Search & Comparison IntentHigh-net-worth, personalized wealth adviceComprehensive financial planning for various client needs

While both Private Advisors and Financial Planners assist clients with financial goals, Private Advisors typically focus on high-net-worth individuals, offering personalized wealth management. Financial Planners serve a broader audience, providing comprehensive financial plans for diverse client needs. The roles often overlap, but Private Advisors usually work within wealth management firms or private banks, emphasizing personalized service for affluent clients.

How many financial advisors make $500,000 a year?

Private advisors and financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or specialized expertise. Achieving this level often requires advanced certifications like the CFA or CFP, strong client relationships, and experience in wealth management or investment strategies.
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Infographic showing various Private Advisor job openings in the United States as of July 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution.
Private Advisor II

Private Advisor II

Seacoast Bank

Fort Lauderdale, FL

Full-time

Posted 15 days ago

Seacoast Bank rating

8.6

Company rating: 8.6 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

28th of 150 rated banks

Job description

JOB SUMMARY:
Work closely with Bank partners to provide investment solutions to clients who qualify for the Private Advisor segment, defined as clients with total investable assets of less than $1,000,000. Proactively provide investment advice including the selection of investment products and comprehensive financial planning.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Sales professional with excellent client management skills, and the ability to consult on a wide range of products and services with a proven track record of success.
  • Assertive in asking for business, developing leads, and developing referral sources both internally and externally.
  • Strong communicator with the ability to take abstract concepts and communicate to a client in a way they can relate to and understand.
  • Able to clearly articulate tactical adjustments for client investment portfolios and demonstrate technical expertise to consistently explain rationale behind the recommendations.
  • Understands the importance of comprehensive financial planning in helping clients achieve their long-term financial goals.
  • Multi-year approach to building a business.
  • Highly self-motivated. Exceptional listener with the ability to tailor recommendation to address client’s needs.
  • High level of emotional intelligence. Driven to always learn and improve. Bring a true passion to the business of delivering financial advice to clients.
  • Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE:

  • Bachelor’s degree or relevant work experience required.
  • FINRA Series 7, 66 and Florida Life, Health, and Annuity license required.
  • Over 8 years of investment management experience with proven track record of success.
  • Demonstrate strong communication (written and verbal) and interpersonal skills, must be a team player.
  • Demonstrate strong problem-solving, analytical, and organizational skills.
  • Experience with group facilitation, presentations, and public speaking.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software and MGPro Financial Planning software.

        The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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