Wealth Management Professional

1 day ago


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

About the Role: As a Private Wealth Advisor at Finemark National Bank & Trust, you will play a crucial role in managing client portfolios and building meaningful relationships through comprehensive investment planning and day-to-day account administration.

Key Responsibilities:

  • Portfolio Management: Analyze clients' financial situations, develop tailored investment strategies, and construct individualized portfolios that align with their goals and risk profiles.
  • Wealth Strategy Development: Collaborate with clients to create comprehensive wealth management plans, addressing their unique needs and objectives.
  • Relationship Management: Foster strong relationships with clients, ensuring exceptional service, communication, and fiduciary risk management.
  • Business Development: Identify new business opportunities, secure additional assets from existing clients, and grow relationships through proactive outreach and engagement.

Requirements:

  • 10+ years of experience in wealth management or a related field
  • Bachelor's degree in business administration or finance (MBA or CFA/CFP certification preferred)
  • Proven expertise in portfolio theory, fiduciary law, and advanced investing principles
  • Exceptional relationship management, written, and verbal communication skills
  • Proficiency in Microsoft Office, including Outlook, Word, and Excel

About Us: Finemark National Bank & Trust is an equal employment opportunity employer, committed to making hiring decisions based on qualifications and merit. We strive to create a diverse and inclusive work environment where everyone feels valued and empowered to succeed.

Salary Estimate: $120,000 - $180,000 per annum, depending on experience and location.



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