Senior Private Wealth Advisor - Portfolios & Planning

Mercantil Commerce Bank; Scottsdale (AZ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development assistance

Education assistance

Job summary

FineMark Bank and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning. You will develop wealth strategies, monitor accounts, and maintain fiduciary compliance while growing client relationships.

The role requires a strong background in portfolio theory, asset allocation, and Salesforce usage, with a bachelor’s degree in finance/economics and 7+ years of wealth management experience.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field; MBA preferred.
• 7+ years managing investment portfolios in wealth management.
• Experience with asset allocation processes and fiduciary guidelines.

Responsibilities

• Manage client portfolios and administer accounts within fiduciary guidelines.
• Analyze clients' financial picture and tailor investment portfolios to goals.
• Develop wealth management strategies and identify opportunities for referrals.
• Document client communications in Salesforce and conduct reviews with clients.

Skills

Portfolio theory

Fiduciary law understanding

Relationship management

Salesforce familiarity

Driving license

Analytical skills

Education

Bachelor’s degree in Finance or Economics

MBA preferred

CFA or CFP preferred

Tools

Salesforce

Microsoft Excel

Microsoft Word

Microsoft Teams

Outlook

Job description

FineMark Bank and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning. You will develop wealth strategies, monitor accounts, and maintain fiduciary compliance while growing client relationships.

The role requires a strong background in portfolio theory, asset allocation, and Salesforce usage, with a bachelor’s degree in finance/economics and 7+ years of wealth management experience.