Senior Wealth Advisor: Portfolio Growth & Client Impact

FineMark National Bank & Trust; Scottsdale (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Portfolio theory

Relationship management

Investing expertise

Communication skills

Multi-tasking

Attention to detail

Driver's license

Team player

Education

Bachelor's degree in Finance or Economics

MBA preferred

CFA or CFP preferred

Tools

Salesforce

Microsoft Office

Job description

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.