Private Wealth Advisor - FineMark

Private Wealth Advisor - Fine Mark page is loaded## Private Wealth Advisor - Fine Marklocations:
7600 East Doubletree Ranch Road, Suite 100time type:
Full time posted on:
Posted Todayjob requisition :
37519
** About Working at Fine Mark Bank and Trust, a division of Commerce Bank
** Fine Mark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships. We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where associates are empowered to contribute and serve with purpose. Our culture is rooted in doing what is right, with an emphasis on thoughtful innovation, sound decision-making, and delivering the highest level of service to our clients.
** About This Job
** The main purpose of this job is to oversee and manage the investment team**,
** manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts.  Develop investment strategies and manage client portfolios according to established goals and objectives, and in accordance with all internal and regulatory investment and fiduciary guidelines.
** Essential Functions
*** Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing document, Fine Mark policies and procedures and all applicable federal and state laws and regulations.
* Manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations.  Provide high value, meaningful client interactions.  Identify opportunities for business referrals and take appropriate action.  Includes appropriate team members in relationship management efforts.  Participate in relationship reviews and investment reviews.  Document client communications and interactions in Salesforce.
* 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
* 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
* Continuously perform investment research, stays informed of developments in security markets, stay abreast of current economic environment and maintain current knowledge of regulations, fiduciary law and tax law
* Work as part of a team to deliver clients a diverse set of financial solutions, maximize relationships and develop new relationships
* Provide ongoing monitoring and rebalancing of portfolios to ensure client goals and objectives are met
* Successfully cultivate new client relationships, actively participate and engage in business development activities.  Prospect new clients, secure additional assets from existing clients and uncover other opportunities to maximize relationships
* Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs
* Perform all necessary management functions, including hiring, evaluations, annual…