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Wealth Management Portfolio Manager

Senior Wealth Advisor — Portfolio Strategy & Relationships

Job in Estero, Lee County, Florida, 33928, USA
Listing for: Commerce Bancshares
Full Time position
Listed on 2026-03-02
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Estero, Florida is seeking a seasoned investment manager to oversee client portfolios and foster strong client relationships. The ideal candidate will possess over 7 years of experience managing investments, the ability to analyze clients’ financial pictures, and adapt strategies to align with their goals. Responsibilities include portfolio management, client communication, and teamwork to deliver comprehensive financial solutions.

Competitive benefits are offered, including health insurance and career development opportunities.
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Position Requirements
10+ Years work experience
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