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Senior Private Wealth Advisor & Portfolio Lead

Job in Estero, Lee County, Florida, 33928, USA
Listing for: Mercantil Commerce Bank
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A leading wealth management firm in Estero, Florida, seeks a Private Wealth Advisor to manage investment teams and oversee complex client portfolios. The ideal candidate will have over 15 years of experience in investment management and strong leadership skills. Responsibilities include developing client relationships and investment strategies entwined with compliance and fiduciary standards, while fostering a collaborative team environment. The role offers competitive benefits and is full-time.
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Position Requirements
10+ Years work experience
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