Senior Wealth Advisor: Portfolio Growth & Client Impact
finemark national bank trustScottsdale, AZ
Senior Wealth Advisor: Portfolio Growth & Client Impact
L5
finemark national bank trustScottsdale, AZ10 days ago
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesFineMark Bank & Trust, a division of Commerce Bank, seeks an experienced investment professional to manage client portfolios and build trusted relationships. You will design tailored investment plans, monitor performance, and align strategies with fiduciary guidelines while expanding the client base.
The role requires deep investment knowledge, strong communication, and ability to manage risk within regulatory frameworks.
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Level
SeniorL5
Location
Scottsdale, AZ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
10 days ago
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