Wealth Management Specialist

7 days ago

Fort Myers, Florida, United States Finemark National Bank Full time
Job Title: Private Wealth Advisor

Job 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 accounts.

Key Responsibilities:

  • Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines.
  • Analyze clients' complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives.
  • Develop comprehensive wealth management strategies and create individually tailored investment portfolios consistent with client goals and objectives.
  • Provide ongoing client communication, monitoring, and rebalancing of portfolio to ensure goals and objectives meet potentially changing client circumstances.
  • Continuously perform investment research and stay informed of developments in security markets and current economic environment.
  • Cultivate new client relationships and work as part of a team to deliver clients a diverse set of financial solutions.

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 and working knowledge of portfolio theory with some understanding of fiduciary law.
  • Advanced understanding of investing and proficiency in Microsoft Office: Outlook, Word, and Excel.
  • Exceptional relationship management skills and excellent written/oral communication and interpersonal skills.

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.

Physical Requirements:

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.

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.

Equal Employment Opportunity:

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.

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