Private Wealth Advisor - FineMark
Commerce Bank(26 days ago)
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.
Required Skills
- Portfolio Management
- Investment Strategy
- Relationship Management
- Fiduciary Law
- Asset Allocation
- Wealth Planning
- Team Leadership
- Client Communication
- Research
- Salesforce
Qualifications
- Bachelor's Degree
- Master's Degree
- CFA
- CFP
About Commerce Bank
commercebank.comCommerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.
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