Financial Planning Analyst – Commerce Trust

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. 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.

About the role

The main purpose of this job is to support the development and delivery of financial plans, which identify areas of financial needs for the high-net-worth clients at Commerce. Commerce Trust is a division of Commerce Bank and a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration services.

Responsibilities

• Provide support to the financial planners by executing the development of comprehensive financial plans
• Review financial information collected from clients/prospects, and upload data into the planning software
• Manage the workflow of multiple financial plan projects in different stages at the same time
• Conduct research on a wide variety of financial planning topics as needed, and implement the findings into the plan analysis
• Lead or assist in projects at the discretion of the team leader
• Organize high volume of information and maintain libraries of digital data
• Communicate effectively to collaborate with internal partners on financial planning projects
• Perform other duties as assigned

Requirements

• Intermediate understanding of financial services with practical knowledge of basic financial planning topics and skills
• Strong analytical skills with the ability to evaluate a wide range of information in various formats
• Ability to produce work with the highest level of accuracy
• 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
• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required; degree in business, finance, accounting, or financial planning preferred
• 1+ year of working or internship experience in the financial industry preferred
• Ability to obtain Certified Financial Planner (CFP) designation within 3 years preferred

Pay

Compensation range: $26.70 - $31.50 per hour, based on relevant experience, skills, and competencies.

Benefits

• Employer-sponsored health, dental, and vision insurance
• 401(k) retirement plan
• Life insurance
• Paid vacation and paid personal time
• Career development and education assistance
• Voluntary supplemental benefits

Schedule

Full time

Location: 1000 Walnut St, Kansas City, Missouri 64106