Private Wealth Advisor - FineMark

Commerce Bancshares
United States
Workplace: OnsiteFull timeFunction: Finance & AccountingExperience: 7+ yearsEducation: bachelorsSkills: ["Relationship management","Communication","Attention to detail","Organizational skills","Teamwork"]

Manage client portfolios and administer client accounts within investment and fiduciary guidelines while building long-term wealth management relationships. Develop tailored investment strategies based on clients’ full financial picture and risk profiles, participate in financial planning, and continuously monitor, rebalance, and document client interactions. Conduct ongoing investment research, cultivate new client relationships, and participate in business development to grow assets.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Commerce Bancshares
Commerce Bancshares
1 month ago

Private Wealth Advisor - FineMark

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Manage client portfolios and administer client accounts within investment and fiduciary guidelines while building long-term wealth management relationships. Develop tailored investment strategies based on clients’ full financial picture and risk profiles, participate in financial planning, and continuously monitor, rebalance, and document client interactions. Conduct ongoing investment research, cultivate new client relationships, and participate in business development to grow assets.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, laws, and FineMark policies.
  • •Analyze clients’ financial picture to understand goals and objectives and construct individually tailored investment portfolios.
  • •Develop wealth management strategies with clients, identify referral opportunities, participate in relationship and investment reviews, and document interactions in Salesforce.
  • •Determine client risk profiles, educate clients on investment risks and risk/reward tradeoffs, and create portfolios aligned to investment policy statements.
  • •Continuously perform investment research and provide ongoing client communication, monitoring, and rebalancing; cultivate new client relationships and support business development.

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsurancePaid LeaveEducation Assistance

Key Requirements

  • •Bachelor’s degree in Finance, Economics, or related field (or equivalent education and experience).
  • •7+ years managing investment portfolios for a wealth management company.
  • •Experience with the asset allocation process.
  • •Working knowledge of portfolio theory with some understanding of fiduciary law.
  • •Exceptional relationship management skills and the ability to maintain a valid driver’s license.
Experience:7+ yearsWealth managementInvestingFinancial planningFiduciary services
Education:Bachelor's in Finance, Economics, or related field
Skills:Relationship managementCommunicationAttention to detailOrganizational skillsTeamwork
Licenses:Driver’s license
Certifications:CFACFP
Tech Stack:SalesforceMicrosoft WordMicrosoft ExcelMicrosoft TeamsOutlook

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn