Private Client Advisor at Commerce Bank

Kansas City, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

123500.0

Posted On

02 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth management, Financial planning, Estate planning, Trust administration, Taxation, Client relationship management, Portfolio management, Analytical skills, Problem solving, Critical thinking, Communication skills, Leadership, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook

Industry

Investment Management

Description

About Working at Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk. Compensation Range Hourly: $93,000.00 - $123,500.00 (Amount based on relevant experience, skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. About This Job The main purpose of this job is to develop an in depth understanding of the client’s wealth related and personal goals, help protect client’s wealth, and navigate the process of setting up a trust. Our team works with clients to recognize potential risks, identify ways to minimize exposure and keep clients in control of their financial future through trusts, probate administration, charitable trusts, and more. Essential Functions Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families Effectively manage a portfolio of relationships comprised of fiduciary, IRA and investment management clients Maintain a client centric focus and desire to exceed client expectations Manage high net worth clients and their families and multigenerational relationships Develop comprehensive plans with the client’s professional advisors and Commerce Trust Company (CTC) partners Collaborate proactively with internal partners to identify and service unique client needs while managing the overall client experience Leverage the expertise of internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning, insurance, lending, credit and banking services to meet the client’s goals and objectives Identify opportunities for the sale of investment management products and trust services Take on informal leadership roles as needed and delegate appropriate responsibilities under tiered support model and maintain accountability for timely completion Perform other duties as assigned Knowledge, Skills & Abilities Required Strong knowledge of wealth management services, such as wealth transfer planning, taxation, estate planning and wealth management products and services acquired through work-related experience and continuing education Client centric and desire to exceed client expectations Strong analytical, problem solving and critical thinking skills Ability to articulate conceptual ideas and strategies to assigned clients and follow through with successful implementation and the goal to strengthen and expand relationships Ability to delegate appropriate responsibilities under tiered support model and maintain accountability for timely completion Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Advance level proficiency with Microsoft Word, Excel, Teams and Outlook Education & Experience Bachelor’s degree or equivalent combination of education and experience required 5+ years experience in providing high level client service in a similar role with preference to trust, wealth management and financial planning required Primary focus on trust, wealth management or financial planning preferred Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate (JD) or other certification in lieu of the CTFA or CFP For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record. **Level of role is determined by knowledge, experience, skills, abilities, and education. ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor II & III job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $93,000 to $123,500 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. #LI-SN1 The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 118 W 47th Street, Kansas City, Missouri 64112 Time Type: Full time

Responsibilities

The Private Client Advisor develops in-depth understandings of client wealth goals and manages portfolios of fiduciary, IRA, and investment management relationships. They collaborate with internal partners to deliver integrated wealth management solutions while identifying opportunities for trust services and investment products.