Senior Trust and Fiduciary Specialist
2 days ago
We are seeking an experienced Senior Trust and Fiduciary Specialist to join our team at Finemark National Bank. In this role, you will be responsible for managing and administering complex trust relationships, including estate settlement, with a focus on prudent fiduciary risk management.
You will work closely with clients, beneficiaries, and legal professionals to ensure timely completion of trust account reviews, set up new accounts accurately, and process discretionary distributions efficiently.
The ideal candidate will have a strong understanding of trust laws, tax regulations, and compliance requirements, as well as excellent verbal and written communication skills.
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Senior Fiduciary Financial Advisor
3 days ago
Fort Myers, Florida, United States Finemark National Bank Full time**Job Summary**We are seeking a highly skilled Senior Fiduciary Financial Advisor to join our team at Finemark National Bank. In this role, you will be responsible for managing and administering complex trust relationships, providing exceptional client service, and ensuring compliance with regulatory requirements.Key Responsibilities:Administer trust...
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Elite Trust Management Specialist
5 days ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob OverviewFinemark National Bank seeks an experienced Elite Trust Management Specialist to manage and administer complex trust relationships, ensuring prudent fiduciary risk management and exceptional client experiences.
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Senior Trust Portfolio Manager
3 days ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob SummaryWe are seeking an experienced Senior Trust Portfolio Manager to join our team at Finemark National Bank. This is a senior-level position that requires a high level of expertise in managing complex financial portfolios and trust relationships.About the RoleThe successful candidate will be responsible for managing and administering trust accounts,...
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Trust Account Manager and Wealth Strategist
7 days ago
Fort Myers, Florida, United States Finemark National Bank Full timeAbout the Role:This is a high-level position that requires exceptional trust administration expertise, financial acumen, and client relationship management skills.Job Summary:Manage and administer complex trust relationships with a focus on prudent fiduciary risk management and relationship growth.Administer trust accounts in accordance with governing...
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Senior Portfolio Manager
7 days ago
Fort Myers, Florida, United States Finemark National Bank Full timeAbout This RoleAt Finemark National Bank, we are seeking a highly skilled and experienced Senior Portfolio Manager to join our team. As a key member of our investment management department, you will be responsible for managing client portfolios and building meaningful relationships with our clients.Job SummaryThis is a senior-level position that requires a...
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High Net Worth Trust Advisor
5 days ago
Fort Myers, Florida, United States Finemark National Bank Full timeAbout the Role:We are seeking a highly experienced Private Wealth Trust Advisor to join our team at Finemark National Bank. This is an exceptional opportunity for a skilled professional to manage and administer complex trust relationships, providing expert advice and guidance to high-net-worth clients.Job Summary:The successful candidate will be responsible...
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Business Entity Formation Specialist
1 week ago
Fort Myers, Florida, United States Equity Trust Full timeJob Summary:We are seeking a highly skilled Business Entity Formation Specialist to join our team at Equity Trust Company. This is a full-time position located in Fort Myers, FL and eligible for a hybrid schedule after the probationary period.About Us:Equity Trust empowers individual investors and financial professionals by removing barriers to investment...
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Luxury Wealth Strategist
3 days ago
Fort Myers, Florida, United States Finemark National Bank Full time**Job Summary**The Luxury Wealth Strategist at Finemark National Bank is responsible for managing and administering complex trust relationships, focusing on prudent fiduciary risk management, relationship growth, and exceptional client experiences.Key Responsibilities:Fiduciary Management: Administer trust accounts in accordance with governing instruments,...
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Wealth Management Specialist
5 days ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob SummaryWe 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 RoleThe successful candidate will have a proven...
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Geriatric Mental Health Specialist
7 days ago
Fort Myers, Florida, United States Senior Care Therapy Full timeSenior Care TherapyWe are seeking a dedicated Geriatric Mental Health Specialist to join our team of clinicians. As a specialist in the field, you will have the opportunity to work with a geriatric population and provide quality patient-centered services.About the Role:This is a challenging yet rewarding position that requires a strong commitment to...
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Financial Services Portfolio Manager
7 days ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob OverviewWe are seeking a skilled Financial Services Portfolio Manager to join our team at FineMark National Bank & Trust. As a key member of our organization, you will play a critical role in managing client portfolios and building meaningful relationships with clients.About the RoleThis is a highly responsible position that requires a deep understanding...
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Senior IT Infrastructure Specialist
4 weeks ago
Fort Myers, Florida, United States Cross River Full timeOverviewCross River is a pioneering financial technology company, dedicated to powering the future of financial services. As a Senior IT Infrastructure Specialist, you will play a crucial role in shaping the infrastructure that propels access, inclusion, and the democratization of financial services. Our comprehensive suite of innovative and scalable...
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Senior Plumbing Installation Specialist
7 days ago
Fort Myers, Florida, United States PowerHouse Home Services Full timeOverviewPowerHouse Home Services is a leading home service provider in Southwest Florida, empowering our community with reliable power, plumbing, and electrical solutions when they need it most. We are committed to providing exceptional customer experiences and fostering a culture of teamwork, growth, and appreciation.SalaryAs a Senior Plumbing Installation...
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Senior Business Growth Specialist
1 week ago
Fort Myers, Florida, United States Gartner Full timeAbout this roleWe are seeking a talented Senior Business Growth Specialist to join our team in expanding Gartner's presence across the global market.This strategic role involves cultivating trust-based relationships with C-level executives, understanding their mission-critical priorities, and uncovering opportunities to deliver client-value through industry...
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Wealth Management Professional
3 days ago
Fort Myers, Florida, United States Finemark National Bank Full timeAbout 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...
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Fort Myers, Florida, United States Upchurch Full time**Job Overview**We are seeking a highly skilled Senior Building Automation Systems Specialist to join our team at Upchurch Companies. This is a fantastic opportunity for an experienced professional to take their career to the next level and contribute to the success of our company.**About Us**Upchurch Companies is a leading comprehensive contracting business...
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Strategic Investment Manager
4 weeks ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob Description:Job Title: Private Wealth AdvisorJob Summary: We are seeking an experienced and 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...
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High Net Worth Private Wealth Manager
2 hours ago
Fort Myers, Florida, United States Finemark National Bank Full timeJob SummaryThe Private Wealth Advisor manages and administers the Bank's complex trust relationships, focusing on prudent fiduciary risk management, relationship growth, and client satisfaction.Key ResponsibilitiesAdministers trust accounts in accordance with governing instruments, federal and state laws, and FineMark's policies and procedures.Maintains...
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Senior Healthcare Social Worker Specialist
7 days ago
Fort Myers, Florida, United States Lee Health Full timeAbout the RoleWe are seeking a skilled and compassionate Senior Healthcare Social Worker Specialist to join our team at Lee Health. In this critical role, you will work collaboratively with patients, families, healthcare providers, and community resources to provide comprehensive social and behavioral support.Key ResponsibilitiesDevelop and implement...
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Senior Mobility Solutions Specialist
6 days ago
Fort Myers, Florida, United States AlienVault Full time**Job Title:** Senior Mobility Solutions Specialist**Location:** Tampa, Florida**About Us:At AT&T, we're dedicated to recruiting, developing, and empowering a diverse, high-performing workforce that's passionate about what they do, committed to our shared values, and dedicated to our customers' mission.We're seeking an experienced Senior Mobility Solutions...