Financial Planning Analyst – Commerce Trust
About The Position
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. 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.
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 and cast a positive shadow that is aligned with our culture and Core Values
- Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook
Nice To Haves
- 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
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
Benefits
- employer sponsored health, dental, and vision insurance
- 401(k)
- life insurance
- paid vacation
- paid personal time
- career development
- education assistance
- voluntary supplemental benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
