Private Wealth Advisor (florida) - Finemark

Mortgage Commerce Corp

Naples, Florida, US
**
Manage client portfolios
Investment strategy development
Risk management skills
** FineMark Bank & Trust, a division of Commerce Bank, is seeking a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning in Naples, Florida. The role requires a strong emphasis on relationship management, risk mitigation, and the ability to develop tailored investment strategies for clients. **

Job Summary

  • FineMark Bank & Trust emphasizes integrity, teamwork, and client relationships.
  • The role involves managing client portfolios and developing tailored investment strategies.
  • Employees receive benefits such as health insurance, 401(k), and career development opportunities.

Matching Summary

Match Score: 75

** FineMark Bank & Trust, a division of Commerce Bank, is seeking a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning in Naples, Florida. The role requires a strong emphasis on relationship management, risk mitigation, and the ability to develop tailored investment strategies for clients. **

Skills & Requirements

Must-have

  • Manage client portfolios
  • Investment strategy development
  • Risk management skills
  • Salesforce experience

Nice-to-have

  • Exceptional relationship management skills
  • Strong attention to detail
  • Team player with communication skills

Key Requirements

  • Bachelor’s degree in Finance or Economics
  • 7+ years managing investment portfolios
  • CFA or CFP certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter