Private Wealth Advisor - FineMark

Mercantil Commerce Bank; Houston (TX); On-site; USD 90,000 - 120,000; Full time

Job summary

FineMark Bank & Trust in Houston, TX is seeking a dedicated professional to manage client portfolios and build meaningful relationships through comprehensive investment planning. You will provide investment guidance and support to clients, helping them achieve long‑term financial objectives.

The role includes handling day‑to‑day account administration, developing tailored investment strategies, and ensuring compliance with internal policies and regulatory guidelines.

Responsibilities

• Manage client portfolios and build meaningful relationships through comprehensive investment planning.
• Oversee day‑to‑day administration of client accounts.
• Develop investment strategies with clients in alignment with goals and regulatory requirements.

Job description

About Working at FineMark Bank and Trust, a division of Commerce Bank FineMark 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 manage client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing day‑to‑day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and regulatory investment and