Private Wealth Advisor - FineMark

FineMark National Bank & Trust; Florida; On-site; USD 120,000 - 180,000; Full time

Job summary

FineMark Bank & Trust in Jupiter, Florida, seeks an experienced investment professional to manage client portfolios and provide comprehensive wealth planning. You will build and maintain client relationships, develop tailored investment strategies, and oversee day-to-day administration of accounts within fiduciary guidelines.

You will analyze clients’ financial pictures, monitor investments, and collaborate with the team to identify opportunities for growth and referrals while documenting

Qualifications

• Bachelor's degree in Finance, Economics, or related field; MBA preferred.
• 7+ years managing investment portfolios in wealth management.
• Experience with asset allocation and Salesforce preferred.
• Professional certifications such as CFA or CFP preferred.

Responsibilities

• Manage client portfolios within fiduciary guidelines and policies.
• Analyze client financials to tailor investment portfolios.
• Develop wealth management strategies and identify referral opportunities.
• Document client communications in Salesforce and participate in reviews.
• Monitor and rebalance portfolios to meet client goals and changing circumstances.
• Cultivate new client relationships and participate in business development.

Skills

Portfolio theory

Investing

Relationship management

Driver's license

Self-starter

Communication skills

Adaptable

MS Office

Education

Bachelor's degree in Finance/Economics

Master's degree preferred

CFA/ CFP preferred

Tools

Salesforce

Microsoft Word

Excel

Teams

Outlook

Job description

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 manage client portfolios, and build 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 regulatory investment and fiduciary guidelines. Participates in the financial planning process. Effectively manages, monitors and mitigates fiduciary and investment risk while retaining and growing client relationships

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
• 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 and identify opportunities for business referrals and take appropriate action. Include appropriate team members in relationship management efforts. Participate in relationship reviews and investment reviews. Document client communications and interactions in Salesforce.
• 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
• Continuously perform investment research, stay informed of developments in security markets, stay abreast of current economic environment
• Successfully cultivate new client relationships
• 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
• Actively participate and engage in business development activities. Prospect new clients, secure additional assets from existing clients and uncover other opportunities to maximize relationships.
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Working knowledge of portfolio theory with some understanding of fiduciary law
• Advanced understanding of investing
• Exceptional relationship management skills
• 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
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• 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, or related field or equivalent combination of education and experience required. Master’s degree in Business Administration preferred.
• 7+ years of successfully managing investment portfolios for a wealth management company required
• Experience with the asset allocation process 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.

Must be eligible to work in the US without sponsorship now or in the future.

• 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.

Location: 661 University Blvd, Suite 107, Jupiter, Florida 33458

Time Type:

Full time