Wealth Management Specialist

2 weeks ago

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

We are seeking a highly skilled Private Wealth Advisor to join our team at FineMark National Bank & Trust. As a key member of our wealth management team, you will be responsible for managing client portfolios, building meaningful relationships, and providing comprehensive investment planning and day-to-day administration of client accounts.

Key Responsibilities
  • Portfolio Management: Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing document, FineMark policies and procedures, and all applicable federal and state laws and regulations.
  • Relationship Management: Manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth, and exceeding client expectations.
  • Business Development: Actively participate and engage in business development activities, prospecting new clients, securing additional assets from existing clients, and uncovering other opportunities to maximize relationships.
Requirements
  • 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 Qualifications
  • MBA.
  • CFA or CFP certification strongly preferred.
  • Experience with Salesforce a plus.
Work Environment

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.

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.

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.

  • Wealth Management Specialist

    2 days ago

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

    Job Title: Private Wealth AdvisorAt FineMark National Bank & Trust, we are seeking a highly skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for managing client portfolios and building meaningful relationships with our clients.Key Responsibilities:Manage client portfolios and administer client accounts...

  • Wealth Management Specialist

    2 weeks ago

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

    Job SummaryWe are seeking a highly skilled Private Wealth Advisor to join our team at FineMark National Bank & Trust. As a key member of our wealth management team, you will be responsible for managing client portfolios, building meaningful relationships, and providing comprehensive investment planning and day-to-day administration of client accounts.Key...

  • Wealth Management Specialist

    7 days ago

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

    Job Title: Private Wealth AdvisorJob Summary:We are seeking a highly skilled Private Wealth Advisor to join our team at FineMark National Bank & Trust. As a Private Wealth Advisor, you will be responsible for managing client portfolios, building meaningful relationships, and providing comprehensive investment planning and day-to-day administration of client...

  • Senior Wealth Management Professional

    4 weeks ago

    Fort Lauderdale, Florida, United States Mariner Wealth Advisors Full time

    OverviewAt Mariner Wealth Advisors, we are committed to providing exceptional wealth management services to our clients. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.ResponsibilitiesDevelop and maintain strong relationships with high-net-worth clients, providing personalized wealth management advice and guidance.Lead...

  • Wealth Management Specialist

    3 weeks ago

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

    Job SummaryAs a Private Wealth Advisor at FineMark National Bank & Trust, you will be responsible for managing client portfolios and building meaningful relationships through comprehensive investment planning and day-to-day account administration.Key ResponsibilitiesPortfolio Management: Analyze clients' financial situations, develop tailored investment...

  • Wealth Management Specialist

    1 week ago

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

    Job SummaryAs 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. You will develop investment strategies and manage client investment portfolios according to...

  • Wealth Management Specialist

    3 days ago

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

    Job SummaryAs 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. You will develop investment strategies and manage client investment portfolios according to...

  • Wealth Management Specialist

    6 days ago

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

    Job SummaryWe are seeking a highly skilled Private Wealth Advisor to join our team at FineMark National Bank & Trust. As a Private Wealth Advisor, 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...

  • Wealth Strategy Consultant

    4 weeks ago

    Fort Lauderdale, Florida, United States Mariner Wealth Advisors Full time

    OverviewAt Mariner Wealth Advisors, we are dedicated to providing exceptional wealth management services to our clients. We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.ResponsibilitiesDevelop and maintain strong relationships with high-net-worth clients, providing personalized wealth management advice and guidance.Lead...

  • Wealth Management Professional

    3 weeks ago

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

    Job SummaryAs a Private Wealth Advisor at FineMark National Bank & Trust, you will be responsible for managing client portfolios and building meaningful relationships through comprehensive investment planning and day-to-day account administration.Key ResponsibilitiesDevelop and implement investment strategies tailored to clients' goals and objectives,...

  • Private Wealth Manager

    2 days ago

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

    Job Title: Private Wealth AdvisorAt FineMark National Bank & Trust, we are seeking a highly skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for managing client portfolios and building meaningful relationships by providing comprehensive investment planning and day-to-day administration of client...

  • Private Wealth Management Specialist

    4 weeks ago

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

    Job SummaryAs a Private Wealth Advisor at Finemark National Bank, you will play a critical role in managing client portfolios and building meaningful relationships. Your comprehensive investment planning and day-to-day administration of client accounts will be key to our clients' financial success.Key ResponsibilitiesPortfolio ManagementAnalyze clients'...

  • Wealth Management Professional

    1 week ago

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

    Job SummaryWe are seeking a highly skilled Wealth Management Professional to join our team at FineMark National Bank & Trust. As a key member of our wealth management team, you will be responsible for managing client portfolios, building meaningful relationships, and providing comprehensive investment planning and day-to-day administration of client...

  • Wealth Advisory Support Associate

    2 weeks ago

    Fort Myers, Florida, United States BankTalent HQ Full time

    Job SummaryThe Wealth Advisory Support Associate will play a vital role in enhancing the client experience by providing exceptional service and operational support to the Wealth Management Team. This position reports to a Wealth Management Advisory Support Team Lead and/or the Wealth Advisory Support Manager.Key ResponsibilitiesContribute to formulating...

  • Senior Wealth Advisor, Ft. Lauderdale, FL

    3 weeks ago

    Fort Lauderdale, Florida, United States Mariner Wealth Advisors Full time

    OverviewAt Mariner Wealth Advisors, we're dedicated to providing 360° advice designed to last. If you're looking to build your career with a firm that puts the client first, we invite you to explore this opportunity.ResponsibilitiesLead client relationships and retention efforts, inspiring confidence through demonstrated expertise and meeting ongoing client...

  • Wealth Management Specialist

    5 days ago

    Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Job Title: Wealth PlannerWe are seeking a detail-oriented and proactive Wealth Planner to join our dedicated team at Tobias Financial Advisors. In this role, you will play a crucial part in supporting our Wealth Advisors and ensuring the delivery of comprehensive financial planning services.Key Responsibilities:Client Meeting Preparation and Participation:...

  • Wealth Management Specialist

    2 weeks ago

    Fort Lauderdale, Florida, United States Tobias Financial Advisors Full time

    Job Title: Wealth PlannerWe are seeking a detail-oriented and proactive Wealth Planner to join our dedicated team at Tobias Financial Advisors. In this role, you will play a crucial part in supporting our Wealth Advisors and ensuring the delivery of comprehensive financial planning services.Key Responsibilities:Client Meeting Preparation and Participation:...

  • Wealth Management Professional

    3 weeks ago

    Fort Lauderdale, Florida, United States The Bank of America Corporation Full time

    Merrill Wealth Management: A Leader in Comprehensive Wealth ManagementMerrill Wealth Management is a renowned provider of innovative wealth management and investment solutions for individuals, businesses, and institutions. As a key player in the global financial services industry, we offer a wide range of products and services designed to help our clients...

  • Wealth Management Associate

    3 weeks ago

    Fort Lauderdale, Florida, United States Equitable Advisors LLC Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at Equitable Advisors LLC. As a Wealth Management Associate, you will play a critical role in helping our clients achieve their financial goals and secure their financial well-being.About UsEquitable Advisors LLC is...

  • Wealth Management Client Associate

    1 month ago

    Fort Lauderdale, Florida, United States The Bank of America Corporation Full time

    Position Overview:The Bank of America Corporation is a prominent entity in the financial services sector, offering a wide range of wealth management solutions and investment services tailored for individuals, corporations, and institutions.Role Responsibilities:As a Registered Wealth Management Client Associate, you will play a crucial role in supporting our...