Senior Private Wealth Advisor - Portfolio Strategy
Commerce Bank
Commerce Bank, located in Kansas City, is seeking an experienced individual to manage client portfolios and provide comprehensive investment planning. This role involves developing investment strategies that comply with regulatory guidelines and client objectives. The ideal candidate will have over 7 years of experience in investment management, strong relationship management skills, and a bachelor's degree in Finance or a related field. Relevant certifications such as CFA or CFP are preferred. #J-18808-Ljbffr
Vacancy posted 1 day ago
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