Wealth Management Specialist

4 days ago


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

We are seeking a highly skilled Wealth Management Specialist to join our team at Finemark National Bank. In this role, you will be responsible for managing client portfolios and building meaningful relationships through comprehensive investment planning and day-to-day account administration.

About the Role

The successful candidate will have a proven track record of successfully managing investment portfolios for a wealth management company, with at least 10 years of experience in the field. A Bachelor's degree in business administration or finance is preferred, as well as advanced knowledge of portfolio theory and fiduciary law.

The ideal candidate will possess exceptional relationship management skills, excellent written and oral communication skills, and the ability to work independently as part of a team. Proficiency in Microsoft Office, particularly Outlook, Word, and Excel, is also essential.

Key Responsibilities
  • Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines.
  • Analyze clients' complete financial picture and develop comprehensive wealth management strategies.
  • Determine risk profile and educate clients about investment risks and the risk/reward tradeoff.
  • Create an appropriate investment portfolio ensuring implementation and execution of investment strategies to maximize returns commensurate with an acceptable level of risk.
  • Provide ongoing client communication, monitoring, and rebalancing of portfolios to ensure goals and objectives meet potentially changing client circumstances.
Salary and Benefits

The estimated annual salary for this position is $120,000-$150,000, depending on experience. We offer a comprehensive benefits package, including health insurance, retirement plans, and paid time off.

Work Environment

This is a sedentary role that requires minimal physical activity, primarily involving sitting and using computer equipment. The work environment is moderate noise levels, with occasional exposure to moving mechanical parts.



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