Private Client Advisor

About Working At Commerce

Built 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 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.

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 professional presence and approach with a strong desire to exceed client expectations
• 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
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Broad 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 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
• Able 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

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required
• 3+ years of trust, wealth management, or financial planning experience required
• Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation or current progress towards earning designation preferred

Compensation Range

Annual Salary: $72,500.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.)

Benefits

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