Commerce Bancshares

2 months 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: 5 hours agoStatus: Live

Job Summary

Oversee and lead an investment team while managing complex client portfolios for FineMark Bank & Trust. Build and deepen relationships by delivering tailored wealth management strategies, analyzing clients’ full financial picture, determining risk profiles, and implementing investment portfolios aligned to each client’s goals. Monitor, rebalance, and research continuously while ensuring fiduciary, regulatory, and internal guideline compliance. Lead, mentor, and coach team members and support business development and referral opportunities.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Manager level

Key Responsibilities

•Oversee and administer client portfolios and accounts within investment and fiduciary guidelines, governing documents, policies, and applicable federal and state regulations.
•Manage client relationships by providing meaningful interactions, participating in relationship and investment reviews, documenting communications in Salesforce, and identifying referral opportunities.
•Analyze clients’ complete financial picture to develop comprehensive wealth management strategies and individually tailored investment portfolios.
•Continuously perform investment research, stay current on security markets and economic conditions, and maintain knowledge of regulations, fiduciary law, and tax law.
•Lead, mentor, and motivate team members; manage department workflow and perform management functions including hiring and evaluations.

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsurancePaid Leave

Key Requirements

•Bachelor’s degree in Finance, Economics, or a related field (or equivalent education and experience).
•15+ years of experience successfully managing investment portfolios for a wealth management company.
•7+ years of investment leadership/supervisory experience.
•Experience with asset allocation processes and a strong knowledge of investment best practices.
•Ability to determine client risk profiles and educate clients on investment risks and risk/reward tradeoffs.

Experience:15+ yearsWealth managementPrivate wealthFiduciaryPortfolio management

Education:Bachelor's in Finance, Economics (or related field)

Skills:Relationship managementLeadershipCritical thinkingSound judgmentInterpersonal communication

Certifications:CFACFP

Tech Stack:SalesforceMicrosoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft Outlook

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 months 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: 5 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Manager level

Key Responsibilities

•Oversee and administer client portfolios and accounts within investment and fiduciary guidelines, governing documents, policies, and applicable federal and state regulations.
•Manage client relationships by providing meaningful interactions, participating in relationship and investment reviews, documenting communications in Salesforce, and identifying referral opportunities.
•Analyze clients’ complete financial picture to develop comprehensive wealth management strategies and individually tailored investment portfolios.
•Continuously perform investment research, stay current on security markets and economic conditions, and maintain knowledge of regulations, fiduciary law, and tax law.
•Lead, mentor, and motivate team members; manage department workflow and perform management functions including hiring and evaluations.

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsurancePaid Leave

Key Requirements

•Bachelor’s degree in Finance, Economics, or a related field (or equivalent education and experience).
•15+ years of experience successfully managing investment portfolios for a wealth management company.
•7+ years of investment leadership/supervisory experience.
•Experience with asset allocation processes and a strong knowledge of investment best practices.
•Ability to determine client risk profiles and educate clients on investment risks and risk/reward tradeoffs.

Experience:15+ yearsWealth managementPrivate wealthFiduciaryPortfolio management

Education:Bachelor's in Finance, Economics (or related field)

Skills:Relationship managementLeadershipCritical thinkingSound judgmentInterpersonal communication

Certifications:CFACFP

Tech Stack:SalesforceMicrosoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft Outlook

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