Private Wealth Advisor (Florida) - FineMark

Commerce Bank•Pelican Bay, FL

1d•Onsite

About The Position

The main purpose of this job is to manage client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing day-to-day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and regulatory investment and fiduciary guidelines. Participates in the financial planning process. Effectively manages, monitors and mitigates fiduciary and investment risk while retaining and growing client relationships

Requirements

Working knowledge of portfolio theory with some understanding of fiduciary law
Advanced understanding of investing
Exceptional relationship management skills
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook
Bachelor’s degree in Finance, Economics, or related field or equivalent combination of education and experience required.
7+ years of successfully managing investment portfolios for a wealth management company required
Experience with the asset allocation process required

Nice To Haves

Master’s degree in Business Administration preferred.
Experience with Salesforce preferred
Professional certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) preferred

Responsibilities

Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing document, FineMark policies and procedures and all applicable federal and state laws and regulations
Analyze clients’ complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives to construct individually tailored investment portfolios consistent with client goals and objectives
Work with clients to develop comprehensive wealth management strategies and identify opportunities for business referrals and take appropriate action. Include appropriate team members in relationship management efforts. Participate in relationship reviews and investment reviews. Document client communications and interactions in Salesforce.
Determine client’s risk profile and educate the client about investment risks and the risk/reward tradeoff
Create an appropriate investment portfolio ensuring implementation and execution of investment strategies to maximize returns commensurate with an acceptable level of risk
Ensure accounts are structured to comply with client’s investment policy statement and correspond with current investment strategy; include a transition plan when appropriate
Provide ongoing client communication, monitoring and rebalancing of portfolio to ensure goals and objectives meet potentially changing client circumstances, adjusting plans and strategies as circumstances change
Continuously perform investment research, stay informed of developments in security markets, stay abreast of current economic environment
Successfully cultivate new client relationships
Work as part of a team to deliver clients a diverse set of financial solutions, maximize relationships and develop new relationships
Provide ongoing monitoring and rebalancing of portfolios to ensure client goals and objectives are met
Actively participate and engage in business development activities. Prospect new clients, secure additional assets from existing clients and uncover other opportunities to maximize relationships.
Perform other duties as assigned