Private Wealth Advisor - FineMark

About the role

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.

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.
• Develop investment strategies and manage client investment portfolios according to established goals and objectives with clients and in accordance with all internal and regulatory investment and fiduciary guidelines.
• Participate in the financial planning process. Effectively manage, monitor, and mitigate fiduciary and investment risk while retaining and growing client relationships.
• 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.
• 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.
• Perform other duties as assigned.

Requirements

• 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 cast a positive shadow that is aligned with our culture and Core Values.
• Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook.

Qualifications

• 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.

Skills

• 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 cast a positive shadow that is aligned with our culture and Core Values.

Benefits

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

Pay

Compensation is competitive and commensurate with experience.

Schedule

This is a full-time position.