Wealth Advisor - Client Portfolios & Growth

Commerce Bank; Naples (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid vacation

Career development assistance

Job summary

A leading financial institution in Florida is seeking an experienced investment manager to oversee client portfolios and develop tailored strategies. The ideal candidate will have over 7 years in wealth management, excellent relationship management skills, and a strong ability to educate clients on investment risks. This role involves actively cultivating new relationships and providing ongoing portfolio management to meet client goals. Competitive benefits and full-time hours are offered.

Qualifications

• 7+ years of experience managing investment portfolios in wealth management.
• Must possess a valid driver's license and meet driving criteria.
• Professional certifications such as CFA or CFP are preferred.

Responsibilities

• Manage client portfolios within investment guidelines.
• Analyze clients' financial situations to develop tailored investment strategies.
• Cultivate new client relationships and enhance existing ones.

Skills

Relationship management

Investment analysis

Financial strategy development

Portfolio management

Education

Bachelor's degree in Finance, Economics, or related field

Master's degree in Business Administration

Tools

Salesforce

Microsoft Excel

Microsoft Word

Job description

A leading financial institution in Florida is seeking an experienced investment manager to oversee client portfolios and develop tailored strategies. The ideal candidate will have over 7 years in wealth management, excellent relationship management skills, and a strong ability to educate clients on investment risks. This role involves actively cultivating new relationships and providing ongoing portfolio management to meet client goals. Competitive benefits and full-time hours are offered.