Senior Private Wealth Advisor & Portfolio Lead

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.

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

Education

Bachelor's degree in Finance or Economics

Master's degree in Business

Tools

Salesforce

Microsoft Excel

Job description

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.