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Commerce Trust · 2 days ago

Private Client Advisor - Commerce Trust

St Louis, MO

Full-time

Onsite

Mid, Senior Level

$72K/yr - $124K/yr

3+ years exp

Commerce Trust is a leading provider of investment management and financial planning services. The Private Client Advisor is responsible for delivering comprehensive wealth management solutions and managing relationships with high-net-worth clients, ensuring their financial goals are met through a coordinated approach with various internal and external partners.

Asset ManagementBankingFinanceFinancial ServicesWealth Management

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 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 ManagementTrust ExperienceRelationship ManagementFinancial PlanningClient-facing Service SkillsBusiness DevelopmentMicrosoft Office ProficiencyCommunication SkillsAttention to DetailTeam PlayerAdaptability

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 and the goal to strengthen and expand assigned relationships

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 experience providing high level client service in a similar role with preference to trust, wealth management and financial planning required

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