Private Client Advisor

Commerce Bank • Wichita, KS

19h • Onsite

About The Position

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. 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

• 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
• 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
• Bachelor’s degree or equivalent combination of education and experience required
• 3+ years of trust, wealth management or financial planning experience required

Nice To Haves

• Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation or current progress towards earning designation preferred

Responsibilities

• 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

Benefits

• employer sponsored health, dental, and vision insurance
• 401(k)
• life insurance
• paid vacation
• paid personal time
• career development
• education assistance
• voluntary supplemental benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level