Commerce Bancshares

1 week 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 relationships by developing tailored investment plans aligned to clients’ goals and risk profiles. Oversee day-to-day administration within fiduciary and investment guidelines, monitor and rebalance portfolios as circumstances change, and conduct ongoing investment research. Partner with clients on comprehensive wealth management strategies, identify referral opportunities, document interactions in Salesforce, and participate in relationship and investment reviews.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Manage and administer client portfolios and accounts within investment and fiduciary guidelines and regulatory requirements.
•Analyze clients’ financial picture and construct tailored investment portfolios aligned to goals and objectives.
•Develop wealth management strategies, support business referrals, and document client communications and interactions in Salesforce.
•Set and communicate clients’ risk profiles and ensure portfolios are structured to comply with investment policy statements, including transition plans when needed.
•Continuously research investments, monitor, rebalance, and communicate with clients to keep plans aligned as circumstances change.

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid Personal

Key Requirements

•Manage client portfolios and administer accounts within fiduciary and investment guidelines, governing documents, FineMark policies, and applicable federal and state laws.
•Analyze clients’ complete financial picture to build individually tailored investment portfolios consistent with client goals and objectives.
•Develop comprehensive wealth management strategies, identify referral opportunities, and participate in relationship and investment reviews.
•Determine clients’ risk profiles and educate clients on investment risks and the risk/reward tradeoff.
•7+ years of experience managing investment portfolios for a wealth management company, with experience in asset allocation processes.

Experience:7+ years

Education:Bachelor's in Finance, Economics

Skills:Relationship managementCommunicationAttention to detailRisk managementOrganizational skills

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

1 week 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: Capital Markets, Trading & Quant

Seniority: Mid level

Key Responsibilities

•Manage and administer client portfolios and accounts within investment and fiduciary guidelines and regulatory requirements.
•Analyze clients’ financial picture and construct tailored investment portfolios aligned to goals and objectives.
•Develop wealth management strategies, support business referrals, and document client communications and interactions in Salesforce.
•Set and communicate clients’ risk profiles and ensure portfolios are structured to comply with investment policy statements, including transition plans when needed.
•Continuously research investments, monitor, rebalance, and communicate with clients to keep plans aligned as circumstances change.

Pay and Benefits

Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid Personal

Key Requirements

•Manage client portfolios and administer accounts within fiduciary and investment guidelines, governing documents, FineMark policies, and applicable federal and state laws.
•Analyze clients’ complete financial picture to build individually tailored investment portfolios consistent with client goals and objectives.
•Develop comprehensive wealth management strategies, identify referral opportunities, and participate in relationship and investment reviews.
•Determine clients’ risk profiles and educate clients on investment risks and the risk/reward tradeoff.
•7+ years of experience managing investment portfolios for a wealth management company, with experience in asset allocation processes.

Experience:7+ years

Education:Bachelor's in Finance, Economics

Skills:Relationship managementCommunicationAttention to detailRisk managementOrganizational skills

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