See more Collapse

Private Wealth Advisor

2 months ago

Fort Myers, Florida, United States Finemark National Bank Full time

Position Summary: Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and regulatory investment and fiduciary guidelines. Participates in the financial planning process. Effectively manages, monitors and mitigates fiduciary and investment risk while retaining and growing client relationships.

Essential Functions and Duties:

Portfolio Management. Manages client portfolios and administers client accounts within prescribed investment and fiduciary guidelines, governing document, FineMark policies and procedures and all applicable federal and state laws and regulations. Portfolio management accountabilities include, but are not limited to:

  • Analyzes clients' complete financial picture and works with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct individually tailored investment portfolios consistent with client goals and objectives.
  • Works with clients to develop comprehensive wealth management strategies.
  • Determines risk profile and educates the client about investment risks and the risk/reward tradeoff.
  • Creates an appropriate investment portfolio ensuring implementation and execution of investment strategies to maximize returns commensurate with an acceptable level of risk.
  • Ensures accounts are structured to comply with client's investment policy statement and correspond with current investment strategy; includes a transition plan when appropriate.
  • Provides ongoing client communication, monitoring and rebalancing of portfolio to ensure goals and objectives meet potentially changing client circumstances, adjusting plans and strategies as circumstances change.
  • Continuously performs investment research, stays informed of developments in security markets, stays abreast of current economic environment.
  • Successfully cultivates new client relationships.
  • Works as part of a team to deliver clients a diverse set of financial solutions, maximize relationships and develop new relationships.
  • Provides ongoing monitoring and rebalancing of portfolios to ensure client goals and objectives are met.

Relationship Management. Manages client relationships with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. Provides high value, meaningful client interactions. Identifies opportunities for business referrals and takes appropriate action. Includes appropriate team members in relationship management efforts. Participates in relationship reviews and investment reviews. Documents client communications and interactions in Salesforce.

Business Development. Actively participates and engages in business development activities. Prospects new clients, secures additional assets from existing clients and uncovers other opportunities to maximize relationships.

Required Education, Skills and Experience:

10+ years of successfully managing investment portfolios for a wealth management company.

  • Bachelor's degree in business administration or finance a plus
  • Experience with the asset allocation process
  • Working knowledge of portfolio theory with some understanding of fiduciary law
  • Advanced understanding of investing
  • Proficiency in Microsoft Office: Outlook, Word and Excel
  • Exceptional relationship management skills
  • Excellent written / oral communication and interpersonal skills
  • Ability to perform as a team player and act independently

Preferred Education, Skills and Education:

  • MBA
  • CFA or CFP certification strongly preferred
  • Experience with Salesforce a plus

ADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements. This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.
Physical Activities. The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.
Visual Acuity Requirements. Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary.
Environmental Conditions. A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.

FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications.



PI718a80e3a1ee

We have other current jobs related to this field that you can find below

  • Audit Manager

    2 months ago

    Fort Lauderdale, Florida, United States Cherry Bekaert Full time

    DescriptionCherry Bekaert is a Top 25 Accounting and Advisory that has been providing outstanding service to our clients for over 75 years. Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helped us get here. If these values align with yours, we'd like to hear from you. Help us continue in our success as...

  • 1834 Wealth Advisor

    2 months ago

    Fort Wayne, United States Old National Bank Full time

    Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through...

  • Wealth Management Advisor

    1 month ago

    Fort Lauderdale, United States Fifth Third 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. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...

  • Wealth Management Advisor

    3 months ago

    Fort Lauderdale, United States Fifth Third 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. GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate and achieve their...

  • Financial Advisor

    3 months ago

    Fort Atkinson, United States MBE Wealth Full time

    What's the role? Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this...

  • Wealth Advisor

    1 month ago

    Fort Worth, United States The Judson Group Full time

    Wealth Advisor – CFP or CFA | Fort Worth, Texas Reference Number: MHH7430 Location: Fort Worth, Texas Judson Group has been retained by a highly respected, rapidly growing RIA with a national presence to add a Wealth Advisor to their Fort Worth team. The ideal candidate has strong experience working with HNW/UHNW clients in a lead advisor role and has...

  • Financial Planner

    3 months ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Planner

    3 months ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionSymonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The...

  • Financial Planner

    2 weeks ago

    Fort Worth, United States Kestra Financial Independent Advisor Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high...

  • Servicing Financial Advisor

    1 month ago

    Fort Wayne, United States Vestia Personal Wealth Advisors Full time

    Job DescriptionJob DescriptionAre you a goal-oriented problem solver with a passion for helping physicians achieve their financial goals? If you enjoy collaboration, taking initiative, and love building strong relationships, we’d love to meet you! Vestia Personal Wealth Advisors is a rapidly growing financial planning firm with primary locations in...

  • Wealth Administrator

    2 months ago

    Fort Worth, United States Hilltop Holdings Full time

    Job Description Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more! The Wealth Administrator, part of PlainsCapital's Private Bank, is responsible for the administration of trust and investment agency accounts according to each account's governing instrument and pursuant to the bank's policies, procedures, and...

  • Private Wealth Administrative Specialist

    3 weeks ago

    Fort Wayne, United States First Merchants Bank Full time

    Job DescriptionJob DescriptionFirst Merchants Bank is seeking a Private Wealth Administrative Specialist to join our team! This position will provide administrative support to Private Wealth client facing employees (officers) in a specific discipline. Private Wealth disciplines include Private Banking, Wealth Management and Advisory, Retirement Services and...

  • Wealth Advisor

    3 days ago

    Fort Lauderdale, United States Tobias Financial Advisors Full time

    Job DescriptionJob DescriptionSalary: $75K - $150K DOEOur services, approach, and cultureTobias Financial Advisors, founded in 1980, offers tailored wealth management and financial planning services for affluent individuals and business owners, specializing in proactive tax strategies and dynamic life transitions. With a commitment to fiduciary...

  • Wealth Management Summer Analyst Program

    2 weeks ago

    Fort Worth, United States Bank of America Full time

    What you'll doJob description and Summer Analyst Program overviewWith more than 200 years in the financial services industry, Bank of America Private Bank has cultivated an award-winning team dedicated to providing exceptional service and guidance to our clients and prospects. As a leader in private wealth management, we provide a vast array of resources and...

  • Banking & Credit Advisor

    2 months ago

    Fort Myers, United States Northern Trust Full time

    About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...

  • New Opportunity

    3 months ago

    Fort Lauderdale, United States Trajan Wealth LLC Full time

    Job DescriptionJob DescriptionJob purposeWith almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are expanding to the Ft. Lauderdale/Boca Raton area and are seeking an experienced, proven Financial Advisor.Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms...

  • Financial Advisor

    4 weeks ago

    Fort Worth, United States Atria Wealth Solutions Full time

    Join a Winning Team! CUSO Financial Services, LP (CFS) , in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. EECU Credit Union is a not-for-profit community credit union with branches in the Dallas/Fort Worth area. As a Financial Advisor,...

  • Wealth Associate

    1 day ago

    Fort Myers, United States Ascendo Resources Full time

    Seeking a Wealth Associate to join an established team in Fort Myers. This is an exciting opportunity to get hands on and have the ability to grow within the teamYour role will be to help manage and organize client assets and support a Senior Financial AdvisorResponsibilities Prepare investment portfolio reviews for quarterly meetings Manage the life cycle...

  • Financial Advisor

    2 months ago

    Fort Worth, United States Atria Wealth Solutions Full time

    Join a Winning Team! CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area. EECU Credit Union is a not-for-profit community credit union with branches in the Dallas/Fort Worth area. Our story began in 1934...

  • Tax - Senior Manager - Private Client

    2 weeks ago

    Fort Worth, TX, United States FORVIS Full time

    General information Name Tax - Senior Manager - Private Client Posting Title Tax Senior Manager | Private Client Ref # 2232289 Date Published Thursday, April 11, 2024 City Dallas State Texas Country United States Job Category Tax Office Dallas TX (Forvis) Advertised Location US-TX-Dallas, US-TX-Fort...

  • Financial Advisor

    4 weeks ago

    Fort Worth, United States Atria Wealth Solutions Full time

    Job DescriptionJob DescriptionJoin a Winning Team!CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union , is seeking a Financial Advisor to provide investment and retirement planning services for its members in the Fort Worth, TX area.EECU Credit Union is a not-for-profit community credit union with branches in the Dallas/Fort Worth...