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Commerce Bank · 10 hours ago

Private Client Advisor

MO - Kansas City Downtown/Plaza - Kansas City - KC Plaza Lobby (64112)

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

Commerce Bank is a leading provider of wealth management services, focusing on helping clients achieve financial safety and success. The Private Client Advisor will develop a deep understanding of clients' wealth-related goals, provide tailored wealth management solutions, and manage relationships with high-net-worth clients and their families.

BankingFinanceFinancial Services

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

Qualification

Wealth management servicesClient service experienceAnalytical skillsMicrosoft Office proficiencyCertified Financial PlannerCommunication skillsProblem solving skillsOrganizational skillsTeam player

Required

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

Preferred

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