Commerce Bank

Private Wealth Advisor (Florida) - FineMark

Commerce Bank

10 days ago
Onsite
Full Time
Senior
0 applicants
Commerce Bank
Apply to 100+ jobs

About this role

This role involves managing client investment portfolios and building relationships through comprehensive wealth management and financial planning. The position requires analyzing client needs, developing customized investment strategies, and continuously monitoring and adjusting portfolios within regulatory guidelines, all to optimize client satisfaction and financial outcomes.

Skills

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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