Private Wealth Advisor - FineMark

Location: Jupiter, Florida, United States; onsite role. Must be eligible to work in the US without sponsorship now or in the future.

Company

FineMark Bank & Trust, a division of hirify.global, provides banking, trust, investment, and wealth management services.

What you will do

• Manage client investment portfolios and administer accounts in accordance with investment policies, fiduciary guidelines, internal procedures, and applicable laws.
• Analyze clients’ financial situations, determine risk profiles, and develop tailored investment portfolios and comprehensive wealth management strategies.
• Monitor, communicate about, and rebalance portfolios as client circumstances, goals, and investment strategies change.
• Conduct investment research and stay informed about security markets and the economic environment.
• Build and retain client relationships, document communications in Salesforce, and participate in relationship and investment reviews.
• Develop new business by prospecting for clients, securing additional assets, identifying referrals, and collaborating with the financial solutions team.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field, or an equivalent combination of education and experience.
• 7+ years of experience 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 and exceptional relationship management skills.
• Valid driver’s license and ability to meet hirify.global’s driving record criteria; ongoing employment may depend on meeting driving requirements.
• Strong organization, attention to detail, prioritization, adaptability, resilience, teamwork, and written, verbal, and interpersonal communication skills.
• Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.
• Eligibility to work in the US without sponsorship now or in the future.

Nice to have

• Master’s degree in Business Administration.
• Experience with Salesforce.
• Professional certification such as CFA or CFP.

Culture & Benefits

• Culture centered on integrity, teamwork, entrepreneurial spirit, thoughtful innovation, and sound decision-making.
• Employer-sponsored health, dental, and vision insurance.
• 401(k), life insurance, paid vacation, and paid personal time.
• Career development, education assistance, and voluntary supplemental benefits.