Senior Private Wealth Advisor Growth & Client Relationships

FineMark Bank & Trust in Jupiter, Florida, seeks an experienced investment professional to manage client portfolios and provide comprehensive wealth planning. You will build and maintain client relationships, develop tailored investment strategies, and oversee day-to-day administration of accounts within fiduciary guidelines. You will analyze clients’ financial pictures, monitor investments, and collaborate with the team to identify opportunities for growth and referrals while documenting