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Wealth Management

Senior Wealth Manager & Portfolio Architect

Job in Naples, Collier County, Florida, 33939, USA
Listing for: Greenleaf Trust
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Naples, Florida is seeking an experienced financial advisor to create, implement, and manage wealth management plans. The ideal candidate will possess a Bachelor's Degree and at least 5 years of experience in financial or investment management, along with strong communication skills and the ability to coordinate with clients effectively. This role requires active client engagement and the flexibility to travel occasionally for business meetings.
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Position Requirements
10+ Years work experience
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