Florida Private Wealth Advisor – Client Growth & Strategy

Mercantil Commerce Bank; Naples (FL); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Employer sponsored health, dental, and vision insurance

401(k)

Paid vacation

Career development and education assistance

Job summary

A financial services provider is looking for a Private Wealth Advisor in Naples, Florida. Responsibilities include managing client portfolios, developing investment strategies, and enhancing client relationships. Candidates should have over 7 years of experience in managing investment portfolios and a Bachelor's degree in Finance or related fields. The role involves advising clients on their financial goals and adapting investment strategies to their changing needs, ensuring compliance with fiduciary guidelines.

Qualifications

• 7+ years of experience managing investment portfolios for a wealth management company.
• Advanced understanding of investing and fiduciary law.
• Professional certifications like CFA or CFP preferred.

Responsibilities

• Manage client portfolios and administer client accounts according to regulations.
• Develop comprehensive wealth management strategies with clients.
• Engage in business development activities to prospect new clients.

Skills

Relationship management

Investment strategy development

Portfolio management

Financial analysis

Communication skills

Education

Bachelor's degree in Finance, Economics, or related field

Master’s degree in Business Administration

Tools

Salesforce

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

Job description

A financial services provider is looking for a Private Wealth Advisor in Naples, Florida. Responsibilities include managing client portfolios, developing investment strategies, and enhancing client relationships. Candidates should have over 7 years of experience in managing investment portfolios and a Bachelor's degree in Finance or related fields. The role involves advising clients on their financial goals and adapting investment strategies to their changing needs, ensuring compliance with fiduciary guidelines.