Commerce Bancshares

2 weeks 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: 4 hours agoStatus: Live

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

Website LinkedIn

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Commerce Bancshares

2 weeks 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: 4 hours agoStatus: Live

Job Summary

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

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

Website LinkedIn