Private Wealth Advisor - FineMark

About Fine Mark Bank & Trust

Fine Mark Bank & Trust, a division of Commerce Bank, delivers exceptional banking, trust, and investment services and fosters long‑lasting client relationships through integrity, teamwork, and entrepreneurial spirit.

The primary purpose of this role is to manage client investment portfolios, provide comprehensive investment planning, and administer day‑to‑day client account administration.

• Manage client portfolios and administer client accounts within prescribed investment, fiduciary, and regulatory guidelines.
• Analyze clients’ complete financial picture and develop individualized investment portfolios aligned with their goals.
• Participate in the financial planning process and ensure risk assessment and mitigation.
• Document client communications and interactions in Salesforce.
• Determine client risk profiles, educate clients about investment risks, and trade‑off.
• Create and execute investment strategies to maximize returns commensurate with acceptable risk.
• Ensure account structures comply with client investment policy statements and reflect current strategy; develop transition plans when appropriate.
• Provide ongoing monitoring, rebalancing, and communication to maintain alignment with client objectives.
• Conduct investment research and stay informed on market developments and economic environment.
• Prospect new clients, secure additional assets, and uncover business development opportunities.
• Collaborate with relationship managers and team members to deliver diverse financial solutions and maximize relationships.

• Working knowledge of portfolio theory and some understanding of fiduciary law.
• Advanced understanding of investing and exceptional relationship management skills.
• Valid driver’s license and compliance with Commerce Bank’s driving record criteria.
• Motivated self‑starter with strong attention to detail and the ability to manage multiple priorities.
• Excellent written, verbal, and interpersonal communication skills.

• Bachelor’s degree in Finance, Economics, or related field (or equivalent combination of education and experience).
• 7+ years of successfully managing investment portfolios for a wealth‑management firm.
• Experience with the asset allocation process.
• Experience with Salesforce.
• Professional certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) preferred.
• Master’s degree in Business Administration preferred.

Employer‑sponsored health, dental, and vision insurance; 401(k); life insurance; paid vacation and personal time; career development, education assistance, and voluntary supplemental benefits.

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work for the company, without discrimination on any protected basis.