Private Wealth Advisor - Finemark

FineMark Bank and Trust, a division of Commerce Bank

Scottsdale, Arizona, USA
Manage complex client portfolios
Develop investment strategies
Prudent fiduciary risk management
The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts

Job Summary

  • The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts.
  • Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines, governing document, FineMark policies and procedures and all applicable federal and state laws and regulations.
  • The candidate selected for this position may be eligible for employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time.

Matching Summary

The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts.

Skills & Requirements

Must-have

  • Manage complex client portfolios
  • Develop investment strategies
  • Prudent fiduciary risk management
  • Comprehensive wealth management strategies
  • Investment research and market analysis
  • Lead and mentor team members

Nice-to-have

  • Thoughtful innovation and sound decision-making
  • Entrepreneurial spirit and teamwork
  • Positive outlook and resilience
  • Collaboration and unified goals

Key Requirements

  • 15+ years managing investment portfolios
  • 7+ years investment leadership/supervisory experience
  • Bachelor’s degree in Finance, Economics, or related field
  • Asset allocation process experience
  • Valid driver’s license

Work Rights

Not specified

Tailored Resume

Cover Letter