Private Wealth Advisor (florida) - Finemark

FineMark Bank and Trust, a division of Commerce Bank

Naples, Florida, USA
Manage client portfolios
Comprehensive investment planning
Client relationship management
FineMark Bank & Trust delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships

Job Summary

  • FineMark Bank & Trust 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 employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time.

Matching Summary

FineMark Bank & Trust delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships.

Skills & Requirements

Must-have

  • manage client portfolios
  • comprehensive investment planning
  • client relationship management
  • fiduciary guidelines
  • investment research
  • business development activities

Nice-to-have

  • entrepreneurial spirit
  • thoughtful innovation
  • optimistic outlook
  • positive shadow

Key Requirements

  • 7+ years managing investment portfolios
  • Experience with asset allocation
  • Bachelor's degree in Finance or Economics
  • Valid driver's license

Work Rights

Not specified

Tailored Resume

Cover Letter