Senior Private Wealth Advisor — Client-Centric Portfolios
FineMark National Bank & Trust
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Benefits offered by this job
Job summary
FineMark National Bank & Trust in Scottsdale seeks an experienced wealth advisor to manage client portfolios and fiduciary accounts, delivering comprehensive investment planning and day-to-day administration. You will develop tailored investment strategies, monitor risk, rebalance portfolios, and expand client relationships while collaborating with a team to provide diverse financial solutions.
The role requires a Bachelor’s in Finance or Economics (MBA preferred), 7+ years in portfolio
Qualifications
- Bachelor’s degree in Finance, Economics, or related field; MBA preferred.
- 7+ years of successfully managing investment portfolios for a wealth management company.
- Experience with the asset allocation process.
- Experience with Salesforce preferred.
- CFA or CFP certification preferred.
Responsibilities
- Manage client portfolios and administer client accounts within fiduciary guidelines and policies.
- Analyze clients’ complete financial picture to tailor portfolios.
- Develop wealth management strategies and identify opportunities for referrals.
- Document client communications in Salesforce.
- Monitor risk and rebalance portfolios to meet goals.
- Ensure accounts comply with investment policy statements.
Skills
Education
Tools
Job description
FineMark National Bank & Trust in Scottsdale seeks an experienced wealth advisor to manage client portfolios and fiduciary accounts, delivering comprehensive investment planning and day-to-day administration. You will develop tailored investment strategies, monitor risk, rebalance portfolios, and expand client relationships while collaborating with a team to provide diverse financial solutions.
The role requires a Bachelor’s in Finance or Economics (MBA preferred), 7+ years in portfolio
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