Private Wealth Advisor - FineMark
mercantil commerce bankHouston, TX
Private Wealth Advisor - FineMark
L5
mercantil commerce bankHouston, TXtoday
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCommercial BankingAbout Working at FineMark Bank and Trust, a division of Commerce Bank FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long‐lasting client relationships. We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where associates are empowered to contribute and serve with purpose. Our culture is rooted in doing what is right, with an emphasis on thoughtful innovation, sound decision‐making, and delivering the highest level of service to our clients.
About This Job:
The main purpose of this job is to manage client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing day‐to‐day administration of client accounts. Develops investment strategies and manages client investment portfolios according to established goals and objectives with clients and in accordance with all internal and regulatory investment and
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Level
SeniorL5
Location
Houston, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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