Private Wealth Advisor - FineMark

FineMark National Bank & Trust; Scottsdale (AZ); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

FineMark Bank & Trust, a division of Commerce Bank, seeks an experienced investment professional to manage client portfolios and build trusted relationships. You will design tailored investment plans, monitor performance, and align strategies with fiduciary guidelines while expanding the client base.

The role requires deep investment knowledge, strong communication, and ability to manage risk within regulatory frameworks.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field or equivalent combination of education and experience.
• 7+ years of successfully managing investment portfolios for a wealth management company.
• Experience with the asset allocation process.
• Experience with Salesforce preferred.
• CFA or CFP certification preferred.

Responsabilités

• Manage client portfolios and administer client accounts within fiduciary guidelines and policies.
• Analyze clients' financial pictures and tailor investment portfolios to goals.
• Develop wealth management strategies and identify opportunities for referrals.
• Determine client risk profiles and educate on risk/reward tradeoffs.
• Create investment portfolios and ensure alignment with policies and strategies.
• Provide ongoing monitoring and rebalancing to meet goals.

Connaissances

Portfolio theory

Relationship management

Investing expertise

Communication skills

Multi-tasking

Attention to detail

Driver's license

Team player

Formation

Bachelor's degree in Finance or Economics

MBA preferred

CFA or CFP preferred

Outils

Salesforce

Microsoft Office

Description du poste

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. Develop investment strategies and manage client investment portfolios according to established goals and objectives with clients and in accordance with all internal and regulatory investment and fiduciary guidelines. Participate in the financial planning process. Effectively manage, monitor and mitigate fiduciary and investment risk while retaining and growing client relationships.

Essential Functions

• Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing documents, FineMark policies and procedures and all applicable federal and state laws and regulations.
• 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 and identify opportunities for business referrals and take appropriate action. Include appropriate team members in relationship management efforts. Participate in relationship reviews and investment reviews. Document client communications and interactions in Salesforce.
• 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.
• Continuously perform investment research, stay informed of developments in security markets, stay abreast of current economic environment.
• Successfully cultivate new client relationships.
• 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.
• Actively participate and engage in business development activities. Prospect new clients, secure additional assets from existing clients and uncover other opportunities to maximize relationships.
• Perform other duties as assigned.

Knowledge, Skills & Abilities Required

• Working knowledge of portfolio theory with some understanding of fiduciary law.
• Advanced understanding of investing.
• Exceptional relationship management skills.
• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements.
• Motivated and organized self‑starter with strong attention to detail and the ability to manage multiple priorities.
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills.
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values.
• Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook.

Education & Experience

• Bachelor’s degree in Finance, Economics, or related field or equivalent combination of education and experience required. Master’s degree in Business Administration preferred.
• 7+ years of successfully managing investment portfolios for a wealth management company required.
• Experience with the asset allocation process required.
• Experience with Salesforce preferred.
• Professional certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) preferred.

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

The candidate selected for this position may be eligible for the following employment benefits: employer‑sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Learn more.

Location

7600 East Doubletree Ranch Road, Suite 100, Scottsdale, Arizona 85258

Time Type

Full time