Hiring: Private Wealth Advisor - FineMark Company: FineMark National Bank & Trust Location: Bonita Springs, FL Job Posted Time: 2026-09-10 11:44:07 Employment Type: Full-time Target Skills & Keywords : CFA, CFP, Microsoft Excel, Risk Management, Salesforce, Wealth Management About the job Experience: •15+ years experience successfully managing investment portfolios for a wealth management company required •7+ years of investment leadership/supervisory experience required •Asset allocation process experience required Required Skills: •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 •Interface directly with clients to develop comprehensive wealth management strategies •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 •Confer with others on investment team to determine consequences of investment decisions to resolve any account deficiencies /problems and makes appropriate corrections Qualifications: •Professional certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) preferred •For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record. •The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. •Bachelor’s degree in Finance, Economics, related field or equivalent combination of education and experience required. Master’s degree in Business preferred. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!