Private Wealth Advisor - Finemark

FineMark Bank and Trust, a division of Commerce Bank

Estero, Florida, USA
Investment portfolio management
Client relationship management
Develop investment strategies
The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts

Job Summary

  • The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts.
  • We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where associates are empowered to contribute and serve with purpose.
  • 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

The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts.

Skills & Requirements

Must-have

  • Investment portfolio management
  • Client relationship management
  • Develop investment strategies
  • Fiduciary risk management
  • Financial planning
  • Team leadership

Nice-to-have

  • Entrepreneurial spirit
  • Thoughtful innovation
  • Positive outlook
  • Adaptable and resilient

Key Requirements

  • 15+ years managing investment portfolios
  • 7+ years investment leadership experience
  • Bachelor's degree in Finance or related field
  • Asset allocation process experience
  • Valid driver's license

Work Rights

Not specified

Tailored Resume

Cover Letter