Private Client Advisor

Commerce Bank

26d•$105,000 - $123,500

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

Requirements

Advanced 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
Demonstrated ability to expand revenue, assets and client base
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
10+ years of experience providing high level client service in a similar role with preference to trust, wealth management and financial planning required

Nice To Haves

Experience managing high net worth clients and their families and multi-generational relationships 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

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 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