Private Wealth Advisor - FineMark

Commerce Bank•Lynchburg, VA

14d•Onsite

About The Position

FineMark Bank & Trust, a division of Commerce Bank, is seeking a Private Wealth Advisor to manage client portfolios and build meaningful client relationships through comprehensive investment planning and day-to-day account administration. The advisor develops investment strategies and manages portfolios according to established client goals, internal policies, and applicable investment and fiduciary guidelines. The position participates in financial planning and manages fiduciary and investment risk while retaining and growing client relationships. The role involves understanding each client’s financial circumstances and investment objectives, creating and implementing tailored investment strategies, and maintaining ongoing communication and portfolio oversight as client needs or circumstances change. The advisor works with a team to deliver financial solutions, develop relationships, and pursue business development opportunities. The position is based at 661 University Blvd, Suite 107, Jupiter, Florida 33458, and is full-time.

Requirements

Bachelor’s degree in Finance, Economics, or a related field, or an equivalent combination of education and experience.
At least 7 years of successfully managing investment portfolios for a wealth management company.
Experience with the asset allocation process.
Working knowledge of portfolio theory and 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; continued employment may depend on meeting driving requirements.
Motivated, organized self-starter with strong attention to detail and ability to manage multiple priorities.
Inquisitive, agile team player with excellent written, verbal, and interpersonal communication skills.
Ability to remain adaptable and resilient with an optimistic outlook and behavior aligned with the company’s culture and Core Values.
Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.
Must be eligible to work in the United States without sponsorship now or in the future.

Nice To Haves

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

Responsibilities

Manage client portfolios and administer client accounts in accordance with governing documents, FineMark policies and procedures, fiduciary and investment guidelines, and applicable laws and regulations.
Analyze clients’ financial situations and collaborate with them to understand their investment goals and objectives and construct tailored portfolios.
Develop wealth management strategies, identify referral opportunities, involve appropriate team members in relationship management, and participate in relationship and investment reviews.
Document client communications and interactions in Salesforce.
Determine clients’ risk profiles and educate them about investment risks and risk/reward tradeoffs.
Create, implement, and execute appropriate investment portfolios and strategies to maximize returns commensurate with acceptable risk.
Ensure accounts comply with investment policy statements and current investment strategies, including transition plans when appropriate.
Communicate with clients and monitor and rebalance portfolios on an ongoing basis, adjusting plans and strategies as circumstances change.
Conduct investment research and stay informed about security markets and the economic environment.
Cultivate new client relationships and participate in business development, including prospecting, securing additional assets from existing clients, and identifying opportunities to maximize relationships.
Work as part of a team to provide clients with diverse financial solutions, maximize relationships, and develop new relationships.
Perform other duties as assigned.