Senior Wealth Advisor - Portfolio & Planning

Mercantil Commerce Bank; Arizona; On-site; USD 130,000 - 210,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Paid personal time

Career development

Education assistance

Voluntary supplemental benefits

Job summary

Commerce Bank seeks an experienced investment professional to manage client portfolios and build enduring client relationships through comprehensive investment planning.

You will develop tailored wealth strategies, monitor fiduciary and market risks, and work with clients to adjust portfolios as circumstances evolve. A strong team player with CFA/ CFP preferred and Salesforce experience is ideal.

Qualifications

• Bachelor's degree in Finance or Economics or equivalent required.
• 7+ years managing investment portfolios in a wealth management environment.
• CFA or CFP certification preferred.
• Experience with asset allocation processes required.
• Salesforce experience preferred.

Responsibilities

• Manage client portfolios and administer client accounts within fiduciary guidelines and policies.
• Develop comprehensive wealth management strategies with clients and identify opportunities for referrals.
• Document client communications and maintain client records in Salesforce.
• Assess client risk profiles and adjust portfolios to meet goals and risk tolerance.
• Coordinate with team members on relationship reviews and portfolio rebalancing.
• Proactively grow client assets and cultivate new client relationships.

Skills

Relationship management

Investment knowledge

Communication skills

Attention to detail

Team player

Self-starter

Education

Bachelor's degree in Finance or Economics

Master's degree in Business Administration

CFA or CFP certification preferred

Tools

Salesforce

Microsoft Excel

Microsoft Word

Microsoft Teams

Outlook

Job description

Commerce Bank seeks an experienced investment professional to manage client portfolios and build enduring client relationships through comprehensive investment planning.

You will develop tailored wealth strategies, monitor fiduciary and market risks, and work with clients to adjust portfolios as circumstances evolve. A strong team player with CFA/ CFP preferred and Salesforce experience is ideal.