Private Wealth Advisor

7 days ago

Fort Myers, United States Finemark National Bank Full time
Job DescriptionJob Description

Position Summary: The Private Wealth Advisor manages and administers the Bank’s more complex and sophisticated trust relationships to include estate settlement with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. No oversight from others in order to perform responsibilities.

Essential Job Functions and Duties:

  • Administers trust accounts in accordance with the governing instrument, federal and state laws, and FineMark’s National Bank & Trust policies and procedures
  • Monitors and reviews account retention
  • Documents client communications on contact management system and coordinates proactive communication
  • Participates in and monitors financial planning process
  • Ensures timely completion of Trust Account Review
  • Ensures timely and accurate set-up of new accounts by account opening associate
  • Ensures timely processing of discretionary distributions
  • Reviews governing legal and entity documents and directs Bankers in new account titling for all Trust, Fiduciary, and complex entity-owned deposit accounts.
  • Conducts Trust Lending Reviews for all loans made to Trust and Entity Borrowers.
  • Fields and reviews any legal-related issues arising in offices.
  • Supports the development of existing relationships and facilitates new business efforts
  • Maintains current knowledge of regulatory, fiduciary law, tax law and economic environment
  • Regular attendance at the FineMark location designated in this job description, during business hours, or assigned hours for the position, is required. This is not a remote-work position.

Required Education, Skills and Experience:

  • 10+ years of successfully managing trust accounts for a wealth management company.
  • Juris Doctor required.
  • Proven experience in managing large and complex trust accounts, including investment decisions and compliance with legal and regulatory requirements.
  • Deep understanding of complex financial instruments, investment strategies, and estate planning.
  • Extensive knowledge of trust laws, tax regulations, and compliance requirements.
  • Ability to mentor junior staff and oversee complex trust accounts.
  • Proficiency in analyzing complex financial statements, investment portfolios, and legal documents.
  • Exceptional verbal and written communication skills for interacting with high-net-worth clients, beneficiaries, and legal professionals.
  • Expertise in managing multiple high-value trust accounts, maintaining accurate records, and ensuring compliance with deadlines.
  • Strong attention to detail, ensuring precision in financial reporting and compliance with legal requirements.
  • Advanced ability to address and resolve complex issues related to trust administration and beneficiary concerns.
  • Building and maintaining strong relationships with high-net-worth clients and beneficiaries.
  • Upholding the highest standards of integrity and confidentiality in managing trust assets.
  • Handles complex and/or sophisticated relationships
  • Professional appearance and demeanor required

Preferred Education

  • CPA Preferred.
  • Master’s Degree especially in business administration (MBA) or a related field, preferred.
  • Advanced certifications such as Certified Trust and Fiduciary Advisor (CTFA) or Certified Financial Planner (CFP) preferred.

ADA Job Description: The physical requirements and activities described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements. 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 Activities. 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. 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.

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.

General Acknowledgment: By signing below, the employee acknowledges that they have read and understand the position and its requirements.



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. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications.

FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust’s Drug-Free Workplace Policy by contacting 239.461.3896.




PI9ee6be241c42-25405-35992774

  • Private Wealth Advisor

    1 month ago

    Fort Myers, United States Finemark National Bank Full time

    Job DescriptionJob DescriptionPosition Summary: The Private Wealth Advisor manages and administers the Bank’s more complex and sophisticated trust relationships to include estate settlement with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. No oversight from others in order to perform...

  • Private Wealth Advisor

    6 days ago

    Fort Myers, United States Finemark National Bank Full time

    Position Summary: The Private Wealth Advisormanages and administers the Bank’s more complex and sophisticated trust relationships to include estate settlement with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. No oversight from others in order to perform responsibilities. Essential Job Functions...

  • Private Wealth Management Professional

    3 days ago

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

    Job SummaryWe are seeking a Private Wealth Management Professional to join our team at FineMark National Bank & Trust. This is a critical role that requires strong trust administration skills, excellent communication abilities, and a deep understanding of complex financial instruments and investment strategies.The ideal candidate will have a Juris Doctor...

  • Wealth Management Professional

    2 days 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...

  • High Net Worth Trust Advisor

    5 days ago

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

    Job Summary: We are seeking a seasoned Private Wealth Advisor to join our team at Finemark National Bank. This role involves managing complex trust relationships, administering trust accounts, and ensuring compliance with regulatory requirements. As a trusted advisor, you will work closely with high-net-worth clients to understand their financial goals and...

  • Wealth Advisor

    3 weeks ago

    Fort Washington, United States TruMark Financial Full time

    TruMark Financial Credit Union Job Description Job Title: Wealth Advisor Department: TruMark Financial Wealth Advisors Reports To: Retail Investments Director FLSA Status: Exempt Position Summary: The Wealth Advisor is responsible for helping employees, members, and prospects achieve their financial goals by providing exceptional personalized service and...

  • Private Wealth Advisor

    1 month ago

    Fort Myers, United States Finemark National Bank Full time

    Job DescriptionJob DescriptionPosition Summary: Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in...

  • Private Wealth Advisor

    3 days ago

    Fort Myers, United States Finemark National Bank Full time

    Position Summary: Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and...

  • Private Wealth Advisor

    1 week ago

    Fort Myers, United States Finemark National Bank Full time

    Job DescriptionJob DescriptionPosition Summary: Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in...

  • Strategic Investment Manager

    4 weeks ago

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

    Job 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...

  • Private Wealth Advisor

    3 days ago

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

    Position Summary: Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and...

  • Private Wealth Advisor

    6 days ago

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

    Position Summary: Manages client portfolios, and builds meaningful relationships, by providing comprehensive investment planning and managing day to day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and...

  • Wealth Planner

    1 month ago

    fort lauderdale, United States Corient Full time

    Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...

  • Wealth Planner

    1 month ago

    fort lauderdale, United States Corient Full time

    Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...

  • Wealth Planner

    2 months ago

    Fort Lauderdale, United States Corient Full time

    Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and...

  • High Net Worth Trust Advisor

    5 days ago

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

    About 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...

  • Luxury Wealth Strategist

    2 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,...

  • Career Opportunities in Financial Planning

    5 days ago

    Fort Lauderdale, Florida, United States Coastal Wealth Full time

    Role OverviewWe are seeking a dynamic Financial Advisor to join our team at Coastal Wealth. This is an exciting opportunity for individuals who are passionate about delivering personalized financial solutions and building long-term relationships with clients.Compensation PackageThe successful candidate can expect a competitive salary of $85,000 - $120,000...

  • Strategic Investment Manager

    5 days ago

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

    Company OverviewFineMark National Bank & Trust is a leading financial institution dedicated to providing exceptional banking and wealth management services.Salary: $120,000 - $180,000 per year, depending on experience.Job DescriptionWe are seeking an experienced Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for...

  • Financial Services Talent Acquisition Specialist

    7 days ago

    Fort Lauderdale, Florida, United States Coastal Wealth Full time

    Job OverviewWe are seeking a seasoned hiring expert to join our team at Coastal Wealth, a premier financial solutions firm. The ideal candidate will be responsible for identifying and attracting top talent in the industry.Compensation PackageThe salary for this position is estimated to be between $45,000 - $50,000 per annum, reflecting the company's...