FineMark Bank and Trust, a division of Commerce Bank
Naples, Florida, US
On-site
Manage client portfolios
Develop investment strategies
Client relationship management
FineMark Bank and Trust is seeking a Private Wealth Advisor to manage client portfolios and develop comprehensive investment strategies in Naples, Florida. The ideal candidate should have substantial experience in wealth management, strong relationship management skills, and a commitment to client service
Job Summary
FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships.
The main purpose of this job is to manage client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing day-to-day administration of client accounts.
The candidate selected for this position may be eligible for employment benefits including health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time.
Matching Summary
Match Score: 85
FineMark Bank and Trust is seeking a Private Wealth Advisor to manage client portfolios and develop comprehensive investment strategies in Naples, Florida. The ideal candidate should have substantial experience in wealth management, strong relationship management skills, and a commitment to client service.
Skills & Requirements
Must-have
Manage client portfolios
Develop investment strategies
Client relationship management
Financial planning process
Investment research
Business development activities
Nice-to-have
Entrepreneurial spirit
Thoughtful innovation
Sound decision-making
Highest level of service
Key Requirements
7+ years of successfully managing investment portfolios
Experience with the asset allocation process
Bachelor’s degree in Finance, Economics, or related field or equivalent combination of education and experience
Valid driver’s license and meet driving record criteria