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Wealth Management Specialist

1 month ago

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

As a Private Wealth Advisor at FineMark National Bank & Trust, you will be responsible for managing client portfolios and building meaningful relationships by providing comprehensive investment planning and day-to-day administration of client accounts.

Key Responsibilities
  • Develop and implement investment strategies tailored to clients' unique goals and objectives.
  • Manage client relationships with a focus on prudent fiduciary risk management, relationship growth, and exceeding client expectations.
  • Participate in business development activities, including prospecting new clients and securing additional assets from existing clients.
  • Collaborate with the team to deliver a diverse set of financial solutions and maximize relationships.
Requirements
  • 10+ years of experience in managing investment portfolios for a wealth management company.
  • Bachelor's degree in business administration or finance (MBA or CFA/CFP certification a plus).
  • Advanced understanding of investing, portfolio theory, and fiduciary law.
  • Excellent written and oral communication skills, with the ability to work independently and as part of a team.
Physical Requirements

This role primarily requires sedentary work, with occasional walking and standing. The ability to perform tasks that require fine motor skills, such as typing and using a computer, is essential.

FineMark National Bank & Trust is an equal employment opportunity employer and complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA).