About this role
Private Wealth Advisor - FineMark at Commercebank. Location: Scottsdale, Arizona, United States. Role: managing portfolios, developing strategies, cultivating clients Requirements: Bachelor's in finance/economics or equivalent; 7+ years managing investment portfolios; proficiency with Microsoft Word/Excel/Teams/Outlook; Salesforce preferred; valid driver's license; CFA/CFP preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Salesforce, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook Commitment: Full Time Workplace: Onsite Languages: English