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Wealth Advisor - Client Portfolios
Job in
Naples, Collier County, Florida, 33939, USA
Listed on 2026-04-17
Listing for:
Commerce Bank
Full Time
position Listed on 2026-04-17
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A leading financial institution in Florida is seeking an experienced investment manager to oversee client portfolios and develop tailored strategies. The ideal candidate will have over 7 years in wealth management, excellent relationship management skills, and a strong ability to educate clients on investment risks. This role involves actively cultivating new relationships and providing ongoing portfolio management to meet client goals.
Competitive benefits and full-time hours are offered.
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