Private Wealth Advisor - FineMark

Mercantil Commerce Bank; Estero (FL); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Employer sponsored health, dental, and vision insurance

401(k)

Paid vacation

Career development assistance

Job summary

A leading wealth management firm in Estero, Florida, seeks a Private Wealth Advisor to manage investment teams and oversee complex client portfolios. The ideal candidate will have over 15 years of experience in investment management and strong leadership skills. Responsibilities include developing client relationships and investment strategies entwined with compliance and fiduciary standards, while fostering a collaborative team environment. The role offers competitive benefits and is full-time.

Qualifications

• 15+ years experience managing investment portfolios for a wealth management company.
• 7+ years in a leadership/supervisory investment role.
• Professional certification such as CFA or CFP preferred.
• CFA or CFP certification preferred.

Responsibilities

• Oversee and manage the investment team and complex client portfolios.
• Develop investment strategies aligned with client goals.
• Cultivate new client relationships and engage in business development activities.

Skills

Relationship management

Investment knowledge

Leadership

Critical thinking

Communication

Drive for results

Education

Bachelor's degree in Finance or Economics

Master's degree in Business

CFA/CFP preferred

Tools

Salesforce

Microsoft Excel

Job description

Private Wealth Advisor - FineMark page is loaded## Private Wealth Advisor - FineMarklocations: 10010 Coconut Roadtime type: Full timeposted on: Posted Yesterdayjob requisition id: 37706**About Working at FineMark Bank and Trust, a division of Commerce Bank**FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships. We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where associates are empowered to contribute and serve with purpose. Our culture is rooted in doing what is right, with an emphasis on thoughtful innovation, sound decision-making, and delivering the highest level of service to our clients.**About This Job**The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts. Develop investment strategies and manage client portfolios according to established goals and objectives, and in accordance with all internal and regulatory investment and fiduciary guidelines.**Essential Functions*** Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing document, FineMark policies and procedures and all applicable federal and state laws and regulations.* Manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations. Provide high value, meaningful client interactions. Identify opportunities for business referrals and take appropriate action. Includes appropriate team members in relationship management efforts. Participate in relationship reviews and investment reviews. Document client communications and interactions in Salesforce.* Analyze clients’ complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct individually tailored investment portfolios consistent with client goals and objectives* Work with clients to develop comprehensive wealth management strategies* Determine client’s risk profile and educate the client about investment risks and the risk/reward tradeoff* Create an appropriate investment portfolio ensuring implementation and execution of investment strategies to maximize returns commensurate with an acceptable level of risk* Ensure accounts are structured to comply with client’s investment policy statement and correspond with current investment strategy; include a transition plan when appropriate* Provide ongoing client communication, monitoring and rebalancing of portfolio to ensure goals and objectives meet potentially changing client circumstances, adjusting plans and strategies as circumstances change* Confer with others on investment team to determine consequences of investment decisions to resolve any account deficiencies /problems and makes appropriate corrections* Continuously perform investment research, stays informed of developments in security markets, stay abreast of current economic environment and maintain current knowledge of regulations, fiduciary law and tax law* Work as part of a team to deliver clients a diverse set of financial solutions, maximize relationships and develop new relationships* Provide ongoing monitoring and rebalancing of portfolios to ensure client goals and objectives are met* Successfully cultivate new client relationships, actively participate and engage in business development activities. Prospect new clients, secure additional assets from existing clients and uncover other opportunities to maximize relationships* Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs* Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required* Communicate decisions, priorities and relevant information to team members effectively* Support budget management, planning and expenditure* Perform other duties as assigned**Knowledge, Skills & Abilities Required*** Strong knowledge of the investment field, including knowledge of best practices* Working knowledge of portfolio theory with understanding of fiduciary law* Exceptional relationship management skills and the ability to serve on various internal investment committees* Ability to lead round table discussions and investment seminars* Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements* Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems* Ability to drive results and balance management of organizational risk and meeting goals of the business* Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals* Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writing* Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values* Basic level proficiency with Microsoft Word, Excel, Teams and Outlook**Education & Experience*** Bachelor’s degree in Finance, Economics, related field or equivalent combination of education and experience required. Master’s degree in Business preferred.* 15+ years experience successfully managing investment portfolios for a wealth management company required* 7+ years of investment leadership/supervisory experience required* Asset allocation process experience required* Experience with Salesforce preferred* Professional certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) preferred**For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.**#LI-DB1The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click to learn more.Location: 10010 Coconut Road, Estero, Florida 34135Time Type:Full time* Create a Candidate Account at the top of the page by selecting "Sign In" upper right corner* Sign-up up for Job Alerts* We’ll contact you about positions that match your skills and interests