Private Client Advisor

• 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 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

• Bachelor’s degree or equivalent combination of education and experience required
• 3+ years of experience providing high level client service in a similar role with preference to trust, wealth management and financial planning required
• Strong knowledge of wealth management services, such as wealth transfer planning, taxation, estate planning and wealth management products and services acquired through extensive work-related experience and continuing education
• Strong relationship management, networking, and business development skills
• Ability to articulate conceptual ideas and strategies to assigned clients and follow through with successful implementation
• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
• 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
• Advance level proficiency with Microsoft Word, Excel, Teams and Outlook

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

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