Senior Private Wealth Advisor — Growth & Client Relationships

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

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