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Investment banker Jobs in Fort Lauderdale, FL

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Investment banker • fort lauderdale fl

Last updated: 1 day ago
  • Promoted
Investment Advisor

Investment Advisor

Provenance Wealth AdvisorsFort Lauderdale, FL, United States
Full-time
It's fun to work in a company where people truly BELIEVE in what they're doing!.We're committed to bringing passion and customer focus to the business. The Investment Advisor at Provenance Wealth Ad...Show moreLast updated: 5 days ago
  • Promoted
Small Business Banker

Small Business Banker

City National BankFort Lauderdale, FL, United States
Full-time
At City National Bank of Florida, we invest in our people and the communities we serve.Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—...Show moreLast updated: 30+ days ago
Personal Banker

Personal Banker

PNC Bank NAFt Lauderdale , FL
Full-time +1
Acquires and deepens the branch customer base through a variety of proactive sales and service activities.Manages the customer experience by identifying opportunities to improve the customer's fina...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker Associate II

Personal Banker Associate II

Fifth Third BancorpFort Lauderdale, FL, US
Full-time
Make banking a Fifth Third better We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show moreLast updated: 30+ days ago
  • Promoted
Senior Investment Sales Advisor

Senior Investment Sales Advisor

Sands Investment GroupFort Lauderdale, FL, United States
Full-time
Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and colla...Show moreLast updated: 30+ days ago
  • Promoted
Small Business Banker

Small Business Banker

City National Bank of FloridaFort Lauderdale, Florida, United States
Full-time
At City National Bank of Florida, we invest in our people and the communities we serve.Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—...Show moreLast updated: 1 day ago
  • Promoted
Universal Banker - Las Olas

Universal Banker - Las Olas

TruistFort Lauderdale, FL, US
Full-time +2
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying a...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker

Personal Banker

PNCCoconut Creek, FL, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker

Personal Banker

Florida StaffingHollywood, FL, US
Full-time
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 1 day ago
Investment Associate

Investment Associate

VirtualVocationsFort Lauderdale, Florida, United States
Full-time
A company is looking for an Investment Associate- Structuring & Analytics.Key Responsibilities : Support investment underwriting and decision-making processes in an analytical capacity Assist in ...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker Associate II

Personal Banker Associate II

Fifth Third Bank, N.A.Fort Lauderdale, FL, United States
Full-time
Make banking a Fifth Third better®We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker

Personal Banker

PNC Financial Services GroupPompano Beach, FL, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 23 days ago
Associate, Investment Team

Associate, Investment Team

Deerpath Capital ManagementFort Lauderdale, FL, US
Full-time
Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitio...Show moreLast updated: 30+ days ago
  • Promoted
Universal Banker

Universal Banker

First HorizonFort Lauderdale, FL, US
Full-time
Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services ...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker

Personal Banker

PNC BankOakland Park, Florida, USA
Full-time +1
At PNC our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers. We work together each day t...Show moreLast updated: 23 days ago
Universal Banker

Universal Banker

First Horizon BankFort Lauderdale, FL , US
Full-time
Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services ...Show moreLast updated: 30+ days ago
  • Promoted
Private Banker

Private Banker

First Citizens BancSharesFort Lauderdale, FL, US
Full-time
Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (H...Show moreLast updated: 29 days ago
  • Promoted
Private Banker

Private Banker

First Citizens BankFort Lauderdale, FL, US
Full-time
Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (H...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker Associate II

Personal Banker Associate II

Fifth ThirdFort Lauderdale, FL, United States
Full-time
Make banking a Fifth Third better®.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are inten...Show moreLast updated: 30+ days ago
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Investment Advisor

Investment Advisor

Provenance Wealth AdvisorsFort Lauderdale, FL, United States
5 days ago
Job type
  • Full-time
Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

The Investment Advisor at Provenance Wealth Advisors (PWA) is responsible for constructing, monitoring, and managing customized investment portfolios for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in alignment with their long-term financial goals. This role bridges investment strategy and client delivery by integrating research, risk analysis, and personalized portfolio management with high-touch client engagement. The Investment Advisor will collaborate closely with Financial Advisors, the financial planning team, and the Chief Investment Office to ensure that portfolios remain consistent with client objectives, market conditions, and the firm's investment philosophy.

DESCRIPTION

Technical Responsibilities

  • Design and manage diversified, tax-efficient investment portfolios tailored to individual client needs, goals, risk tolerance, and time horizons.
  • Conduct ongoing portfolio analysis including performance attribution, rebalancing, and risk metrics.
  • Implement strategic and tactical asset allocation decisions in accordance with firm investment guidelines and macroeconomic outlooks.
  • Perform security selection, manager due diligence, and ongoing monitoring across asset classes (e.g., equities, fixed income, alternatives, alternatives, SMAs, ETFs, mutual funds).
  • Monitor capital markets, economic indicators, and geopolitical developments to adjust portfolio positioning as needed.
  • Utilize portfolio management platforms and CRM systems to track client data, trades, rebalancing, and reporting.

Client-Facing Responsibilities

  • Act as a key investment resource for clients and prospects, explaining portfolio strategies, market views, and performance results in a clear and engaging manner.

    • Investment Advisor Job Description

    Page 2 of 3

  • Attend client meetings to present and review investment portfolios and respond to client inquiries.
  • Support the onboarding of new clients by evaluating existing investment positions and integrating them into PWA-managed portfolios.
  • Contribute to the creation of client deliverables including quarterly reports, market commentary, and customized performance reviews.

    • Team and Leadership Responsibilities

  • Serve as a subject matter expert and internal consultant to advisors and planners on portfolio design, investment positioning, and capital market insights.
  • Collaborate with the Chief Investment Office on firm-wide asset allocation models, capital market assumptions, and portfolio construction methodologies.
  • Participate in the firm's Investment Committee, contributing to discussions on asset allocation, security selection, and investment research.
  • Contribute to internal investment communications, advisor education initiatives, and enhancements to the investment platform and technology tools.
  • Track portfolio review calendar to ensure all client meetings are being conducted on schedule and within firm guidelines.
  • Ensure all investment recommendations and actions adhere to regulatory, compliance, and fiduciary standards.

    • Work environment

  • This role is based in a professional office environment and routinely uses standard office equipment such as computers, phones, and photocopiers.
  • Occasional travel may be required to attend meetings, conferences, and client engagements.
  • The role requires the ability to manage multiple priorities and work in a fast-paced, dynamic environment.
  • This role requires the ability to maintain strict confidentiality regarding sensitive company and client information.

    • Education / Experience

  • Bachelor's degree in finance, Economics, or a related field required; MBA or advanced degree preferred.
  • CFA designation strongly preferred.
  • 7+ years of investment management or portfolio management experience within a wealth management or RIA environment.
  • Deep understanding of financial markets, asset classes, investment strategies, and portfolio construction.
  • Familiarity with financial planning principles and the integration of investments into broader wealth strategies.

    • Investment Advisor Job Description

    Page 3 of 3

    Affirmative Action / EEO Statement

    Provenance Wealth Advisors is an equal opportunity employer and is committed to fostering a diverse and inclusive workplace. We are dedicated to the principles of equal employment opportunity and affirmative action, and we encourage applications from all qualified individuals regardless of race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe that a diverse workforce enriches our organization and enhances our ability to meet the needs of our clients and community.

    If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!