Financial Advisor - Trust & Wealth Management division

Crews Banking Group; Florida; On-site; USD 65,000 - 100,000; Full time

Job summary

Crews Bank & Trust is seeking a Financial Advisor in Southwest Florida to join the Trust & Wealth Management team. You will assist with investment portfolio activities and the sales process alongside the Wealth Strategist to meet client needs.

The role requires a Bachelor’s degree in Finance or related field and 5–7 years of experience in investments, with a strong emphasis on teamwork and client service.

Qualifications

• Bachelor’s degree in Finance, Business or related area.
• Five to seven years experience in Investments.
• Collaborative and team-oriented environment is valued.
• Strong analytical and communication skills are required.

Responsibilities

• Identify investors' objectives and develop an investment policy/strategy.
• Implement strategy through financial assets and real assets.
• Monitor market conditions and investor circumstances.
• Adjust portfolio to reflect changes and variables.
• Assist clients with account questions and statement review.
• Maintain relationships with key community leaders through networking.
• Work with the team to identify, analyze and select securities and funds for the Buy list.

Skills

Investment knowledge

Portfolio management

Analytical skills

Interpersonal skills

Communication skills

Team collaboration

Education

Bachelor’s degree in Finance, Business or related area

Job description

Description

Are you looking for a place to use your investment analysis skills and experience to build long term client relationships? Are you a professional with experience in Investments and Portfolio management? Do you work effectively in a team approach to servicing client needs?

We would like to learn more about you.

Crews Bank & Trust is looking for a Financial Advisor in the Southwest Florida area to join the Trust & Wealth Management team. This high performing team member will assist in the investment portfolio activities and sales process in conjunction with the Wealth Strategist to meet with clients and assess needs strategy.

Requirements

The primary duties of the position include:

• Identifying investors' objectives and preferences, and develop a specific investment policy and strategy
• Implement strategy through the optimal combination of financial and real assets in the marketplace
• Monitor market conditions, relative asset values and the investor's circumstances
• Adjust portfolio appropriately to reflect changes and variables
• Assist clients with account questions and statement review
• Maintains relationship with other key community leaders through networking
• Works with other team members to identify, analyze and select securities and funds for the approved Buy list

Minimum Skill Requirements and Background:

• Desire and willingness to work in a collaborative, flexible and team-oriented work environment
• Comprehensive knowledge of investments, security market structure and portfolio management
• Sound judgment and decision making experience
• Detail oriented with strong analytical skills
• Excellent interpersonal and communication skills

Education and Experience:

• Bachelor’s degree in Finance, Business or related area
• Five to Seven years experience in Investments

Crews Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.

Equal Opportunity Employer/Vets/Disabilities