Senior Private Wealth Advisor - Portfolios & Planning

FineMark Bank and Trust, a division of Commerce Bank, seeks a Private Wealth Advisor to manage client portfolios and provide comprehensive investment planning. You will develop wealth strategies, monitor accounts, and maintain fiduciary compliance while growing client relationships. The role requires a strong background in portfolio theory, asset allocation, and Salesforce usage, with a bachelor's degree in finance/economics and 7+ years of wealth management experience.