Financial Advisor - Trust & Wealth Management division

Crews Bank & Trust • Fort Myers, FL

3h • Onsite

About The Position

Crews Bank & Trust is looking for a Financial Advisor in the Southwest Florida area to join the Trust & Wealth Management team. This high performing team member will assist in the investment portfolio activities and sales process in conjunction with the Wealth Strategist to meet with clients and assess needs strategy.

Requirements

• Desire and willingness to work in a collaborative, flexible and team-oriented work environment
• Comprehensive knowledge of investments, security market structure and portfolio management
• Sound judgment and decision making experience
• Detail oriented with strong analytical skills
• Excellent interpersonal and communication skills
• Bachelor’s degree in Finance, Business or related area
• Five to Seven years experience in Investments

Nice To Haves

• Use investment analysis skills and experience to build long term client relationships
• Experience in Investments and Portfolio management
• Work effectively in a team approach to servicing client needs

Responsibilities

• Identifying investors' objectives and preferences, and develop a specific investment policy and strategy
• Implement strategy through the optimal combination of financial and real assets in the marketplace
• Monitor market conditions, relative asset values and the investor's circumstances
• Adjust portfolio appropriately to reflect changes and variables
• Assist clients with account questions and statement review
• Maintains relationship with other key community leaders through networking
• Works with other team members to identify, analyze and select securities and funds for the approved Buy list

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level