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Commerce Bank Logo Commerce Bank · Banking

Private Wealth Advisor

United States, Scottsdale · Job Posted April 23, 2026
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Job Description

The main purpose of this job is to oversee and manage the investment team, manage complex client portfolios, and build meaningful relationships, by providing comprehensive investment planning and managing the day-to-day administration of client accounts. Develop investment strategies and manage client portfolios according to established goals and objectives, and in accordance with all internal and regulatory investment and fiduciary guidelines.

Job Responsibility

  • Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines
  • Manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations
  • Analyze clients' complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives
  • Work with clients to develop comprehensive wealth management strategies
  • Determine client's risk profile and educate the client about investment risks and the risk/reward tradeoff
  • Create an appropriate investment portfolio ensuring implementation and execution of investment strategies
  • Ensure accounts are structured to comply with client's investment policy statement and correspond with current investment strategy
  • Provide ongoing client communication, monitoring and rebalancing of portfolio
  • Confer with others on investment team to determine consequences of investment decisions
  • Continuously perform investment research, stays informed of developments in security markets
  • Work as part of a team to deliver clients a diverse set of financial solutions
  • Provide ongoing monitoring and rebalancing of portfolios
  • Successfully cultivate new client relationships, actively participate and engage in business development activities
  • Lead, mentor and motivate team members to implement the department strategy
  • Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action
  • Communicate decisions, priorities and relevant information to team members effectively
  • Support budget management, planning and expenditure
  • Perform other duties as assigned

Requirements

  • Strong knowledge of the investment field, including knowledge of best practices
  • Working knowledge of portfolio theory with understanding of fiduciary law
  • Exceptional relationship management skills and the ability to serve on various internal investment committees
  • Ability to lead round table discussions and investment seminars
  • Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria
  • Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems
  • Ability to drive results and balance management of organizational risk and meeting goals of the business
  • Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
  • Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook
  • Basic level proficiency with Microsoft Word, Excel, Teams and Outlook
  • Bachelor's degree in Finance, Economics, related field or equivalent combination of education and experience required
  • 15+ years experience successfully managing investment portfolios for a wealth management company required
  • 7+ years of investment leadership/supervisory experience required
  • Asset allocation process experience required

Nice to have

  • Master's degree in Business preferred
  • Experience with Salesforce preferred
  • Professional certifications such as CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) preferred

What we offer

  • employer sponsored health, dental, and vision insurance
  • 401(k)
  • life insurance
  • paid vacation
  • paid personal time
  • career development
  • education assistance
  • voluntary supplemental benefits
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