Commerce Bank

Private Wealth Advisor - FineMark

Commerce Bank

2 months ago
Onsite
Full Time
Manager
0 applicants
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Commerce Bank
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About this role

Senior investment leader at FineMark Bank & Trust responsible for overall stewardship of client investment programs and the investment team. The role focuses on strategic portfolio oversight, ensuring alignment with fiduciary and regulatory standards, and fostering long-term client relationships across the firm.

Skills

Qualifications

Bachelor's DegreeMaster's DegreeCFACFP
Commerce Bank

About Commerce Bank

commercebank.com

Commerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.

About Commerce Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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