Private Wealth Advisor - FineMark

About Working at FineMark Bank & Trust

FineMark Bank & Trust, a division of Commerce Bank, provides exceptional service in banking, trust, and investments, fostering long-lasting client relationships. Our culture is grounded in integrity, teamwork, and an entrepreneurial spirit, empowering associates to contribute and serve with purpose.

About This Job

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. The role involves developing investment strategies, working with clients to understand their unique investment goals, and effectively managing and mitigating fiduciary and investment risk.

Essential Functions

• Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing documents, 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, including involving appropriate team members in relationship management efforts.
• Participate in relationship reviews and investment reviews, documenting 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, and stay abreast of current economic environment.
• Cultivate new client relationships by working as part of a team to deliver clients a diverse set of financial solutions, maximizing relationships and developing new relationships.
• Perform other duties as assigned.

Knowledge, Skills & Abilities Required

• Working knowledge of portfolio theory with some understanding of fiduciary law.
• Advanced understanding of investing.
• Exceptional relationship management skills.
• 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 a positive shadow aligned with our culture and Core Values.
• Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook.

Education & Experience

• Bachelor’s degree in Finance, Economics, or related field or equivalent combination of education and experience required.
• Master’s degree in Business Administration preferred.
• 7+ years of successfully managing investment portfolios for a wealth management company required.
• Experience with the asset allocation process required.
• Experience with Salesforce preferred.
• Professional certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) preferred.

Employment Benefits

• Employer-sponsored health, dental, and vision insurance.
• 401(k).
• Life insurance.
• Paid vacation.
• Paid personal time.
• Career development.
• Education assistance.
• Voluntary supplemental benefits.

Location & Time Type

Location: 661 University Blvd, Suite 107, Jupiter, Florida 33458
Time Type: Full time