Private Client Advisor
Not Disclosed•Full-TimeOn-site
location_on1308, West 9th Street, Kansas City, Jackson County, Missouri, 64101, United States
About Working at Commerce
Building 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 culture is deeply rooted in 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 Commerce Trust
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.
About This Role
The Private Client Advisor serves as a trusted partner to high-net-worth clients and families, developing an in-depth understanding of their wealth-related and personal goals. The role focuses on helping protect client wealth and navigating the complexities of setting up trusts. Our team works closely 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.
Hiring Process & Application
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record. The level of the role is determined by knowledge, experience, skills, abilities, and education.
Location & Benefits
This full-time position is located at 118 W 47th Street, Kansas City, Missouri 64112. Selected candidates may be eligible for employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, paid personal time, career development, education assistance, and voluntary supplemental benefits.
Work location
Work model: On-site
1308, West 9th Street, Kansas City, Jackson County, Missouri, 64101, United States
Kansas City, Missouri
Key Responsibilities
- check_circleDeliver comprehensive advice and customized wealth management solutions for high-net-worth clients
- check_circleDevelop comprehensive plans with client advisors and internal Commerce Trust partners
- check_circleCollaborate with internal partners to identify and service unique client needs
- check_circleIdentify opportunities for the sale of investment management products and trust services
- check_circleTake on informal leadership roles and delegate responsibilities under the tiered support model
- check_circleNavigate the process of setting up trusts and assist with probate administration
- check_circleManage a portfolio of fiduciary, IRA, and investment management client relationships
Requirements
- verifiedBachelor's degree or equivalent combination of education and experience
- verified5+ years experience in providing high level client service in a similar role with preference to trust, wealth management and financial planning
- verifiedValid driver's license and meet Commerce Bank's driving record criteria
- verifiedAdvance level proficiency with Microsoft Word, Excel, Teams and Outlook
- verifiedCertified 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
Nice to Have
Primary focus on trust, wealth management or financial planning. Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation (or commitment to work towards earning after hire). Certified Public Accountant (CPA), Juris Doctorate (JD), or other certification in lieu of the CTFA or CFP.
Benefits & Perks
check_circleEmployer sponsored health, dental, and vision insurancecheck_circle401(k) retirement plancheck_circleLife insurance coveragecheck_circlePaid vacation and paid personal timecheck_circleCareer development and education assistancecheck_circleVoluntary supplemental benefits
Similar Job Opportunities
Skills, education and keywords
Skills: Wealth Management, Wealth Transfer Planning, Taxation, Estate Planning, Trust Administration, Probate Administration, Charitable Trusts, Investment Management, Financial Planning, Private Banking.
Education: Bachelor's degree or equivalent combination of education and experience required.
Frequently asked questions about Private Client Advisor at Commerce Bank
What does a Private Client Advisor at Commerce Bank do?expand_more
In this Private Client Advisor at Commerce Bank role, you will deliver comprehensive advice and customized wealth management solutions for high-net-worth clients; develop comprehensive plans with client advisors and internal commerce trust partners; collaborate with internal partners to identify and service unique client needs; and identify opportunities for the sale of investment management products and trust services.
What are the requirements for this Private Client Advisor role?expand_more
Commerce Bank is looking for candidates who meet the following requirements: Bachelor's degree or equivalent combination of education and experience; 5+ years experience in providing high level client service in a similar role with preference to trust, wealth management and financial planning; Valid driver's license and meet Commerce Bank's driving record criteria; Advance level proficiency with Microsoft Word, Excel, Teams and Outlook; and 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.
Where is the Private Client Advisor role at Commerce Bank located?expand_more
Private Client Advisor at Commerce Bank is based in 1308, West 9th Street, Kansas City, Jackson County, Missouri, 64101, United States. This is a on-site role.
Is this Private Client Advisor job remote, hybrid, or on-site?expand_more
Commerce Bank has listed this Private Client Advisor role as on-site.
How much experience is required for this Private Client Advisor role?expand_more
Private Client Advisor at Commerce Bank typically requires 5+ years of relevant experience at the senior level.
What skills do you need for the Private Client Advisor role at Commerce Bank?expand_more
Key skills for Private Client Advisor at Commerce Bank include Wealth Management; Wealth Transfer Planning; Taxation; Estate Planning; Trust Administration; Probate Administration; Charitable Trusts; and Investment Management.
What education is required for Private Client Advisor at Commerce Bank?expand_more
Educational requirements for this role: Bachelor's degree or equivalent combination of education and experience required.
What category does the Private Client Advisor role belong to?expand_more
Private Client Advisor at Commerce Bank is part of the accounting & finance job category on Recrutus.
About Commerce Bank
Commerce Bank provides personalized financial solutions for individuals and businesses, focusing on clarity and support for long-term goals. Based in Kansas City, Missouri, the regional bank offers a range of services including personal and business banking, loans, credit and debit cards, mortgages, student loans, investment services, and wealth management. With a presence across the heartland, Commerce Bank emphasizes customer relationships and community engagement, aligning its strategies with the needs of clients. Established over 150 years ago, the bank prioritizes flexibility through its physical branches, online platforms, and the Commerce Bank CONNECT® app, enabling seamless access to financial tools and expert guidance.
Browse more roles: All Commerce Bank jobs, accounting & finance jobs on Recrutus.