Wealth Strategy & Client Portfolio Advisor

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

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.