Senior Private Wealth Advisor

Mercantil Commerce Bank; Florida; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid vacation

Education assistance

Job summary

FineMark Bank and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning. You will work within fiduciary guidelines, develop tailored wealth strategies, and maintain ongoing client communication to preserve and grow assets.

You will collaborate with a team to identify referrals, stay informed on market developments, and ensure compliance with regulatory standards while delivering exceptional service.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• MBA preferred for advanced roles.

Responsibilities

• Manage client portfolios within fiduciary guidelines to meet goals.
• Develop comprehensive wealth plans for clients and monitor progress.
• Document client communications and interactions (e.g., Salesforce).
• Cultivate new relationships and develop referrals.
• Provide ongoing monitoring and rebalancing of portfolios.

Skills

Portfolio theory

Fiduciary law

Investing

Relationship management

Driving license

Microsoft Office

Education

Bachelor's in Finance or Economics

MBA preferred

Tools

Salesforce

Microsoft Office

Job description

FineMark Bank and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning. You will work within fiduciary guidelines, develop tailored wealth strategies, and maintain ongoing client communication to preserve and grow assets.

You will collaborate with a team to identify referrals, stay informed on market developments, and ensure compliance with regulatory standards while delivering exceptional service.