Senior Wealth Advisor - Portfolio & Planning
mercantil commerce bankPhoenix, AZ
Senior Wealth Advisor - Portfolio & Planning
mercantil commerce bankPhoenix, AZ
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceCommercial BankingMiscellaneous Financial Investment ActivitiesAbout the role
Commerce Bank seeks an experienced investment professional to manage client portfolios and build enduring client relationships through comprehensive investment planning.
You will develop tailored wealth strategies, monitor fiduciary and market risks, and work with clients to adjust portfolios as circumstances evolve. A strong team player with CFA/ CFP preferred and Salesforce experience is ideal.
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JOB OVERVIEW
Experience level
Senior
Location
Phoenix, AZ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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