Current jobs related to Private Client Advisor - Leawood, Kansas - Commerce Bank
-
Client Relationship Banker
1 week ago
Leawood, Kansas, United States CrossFirst Bank Full timePosition SummaryThe Personal Banker is dedicated to delivering exceptional service to clients of the Bank. This role demands a meticulous approach to ensure compliance with regulatory standards and to mitigate risks.Key ResponsibilitiesFacilitate personal banking transactions for clients, including deposits, withdrawals, and transfers.Maintain a...
-
Client Relationship Specialist
1 week ago
Leawood, Kansas, United States CrossFirst Bank Full timePosition OverviewThe Personal Banker is responsible for delivering exceptional service to clients of the Bank. This role demands a high degree of precision to adhere to regulatory standards and mitigate risks.Key ResponsibilitiesFacilitate personal banking transactions for clients, including deposits, withdrawals, and transfers.Maintain a comprehensive...
-
Client Banking Specialist
1 week ago
Leawood, Kansas, United States CrossFirst Bank Full timePosition OverviewThe Personal Banker plays a vital role in delivering exceptional service to clients of the Bank. This role demands a high degree of precision to adhere to regulatory standards and mitigate risks.Key ResponsibilitiesFacilitate personal banking transactions for clients, including deposits, withdrawals, and transfers.Demonstrate a comprehensive...
-
Beauty Consultant
8 hours ago
Leawood, Kansas, United States Sephora Full timeAbout the RoleWe are seeking a highly skilled and passionate Beauty Advisor to join our team at Sephora. As a Beauty Advisor, you will play a key role in creating personalized experiences for our clients, helping them discover the power of beauty and achieve their beauty goals.Key ResponsibilitiesProvide Expert Beauty Consultations: Understand clients'...
-
Accounting Associate
4 weeks ago
Leawood, Kansas, United States Ascend (ascendtogether) Full timeWho We AreAbout AscendAt Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms—from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member...
-
Retail Sales and Service Supervisor
1 week ago
Leawood, Kansas, United States LVMH Full timePOSITION OVERVIEW CANDIDATE PROFILE Sales and Service Leader NEW OPPORTUNITY Position Overview: As a Sales and Service Leader, you will play a pivotal role in delivering an outstanding shopping experience for our clients. You will lead a committed team of Coordinators and Beauty Advisors, providing essential guidance to help them thrive in their roles....
-
Leawood, Kansas, United States Optiv Full timeThe Cybersecurity Consultant serves as the expert representative within a specific region, leveraging extensive business acumen and advanced security expertise to comprehend client needs within their sector. This role is pivotal in aligning cutting-edge security services and technologies to establish robust and scalable security frameworks that resonate with...
-
Retail Sales and Service Supervisor
1 week ago
Leawood, Kansas, United States LVMH Full timePOSITION OVERVIEW CANDIDATE PROFILE Sales and Service Leader NEW OPPORTUNITY Position Overview: As a Sales and Service Leader, you will play a pivotal role in enhancing the shopping experience for our clients. You will guide a dedicated team of Coordinators and Beauty Advisors, ensuring they thrive in their roles and deliver exceptional service. If you...
-
Transportation Account Manager
2 months ago
Leawood, Kansas, United States Marsh Full timeOur not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account...
-
RubinBrown Associate
2 days ago
Leawood, Kansas, United States RUBINBROWN LLP Full timeWe invite you to consider a career with RubinBrown if you are intrigued by our firm but have not yet identified a suitable position that matches your expertise. Our team will connect with you should your qualifications align with an existing opportunity. If you were directed to this posting by a member of our HR team, you are also welcome to submit your...
-
Private Soccer Coach
7 days ago
Leawood, United States Dribbler Full timeJob DescriptionJob DescriptionDribbler, the fastest-growing private soccer training provider in the US, is now hiring soccer coaches in Leawood, KS! Dribbler serves all 50 states and all major cities. We have helped thousands of soccer players become the best they can be. If you're looking for a soccer coaching job in Leawood, KS who loves coaching and...
-
Beauty Advisor
3 months ago
Leawood, United States Sephora Full timeJob ID: 248230Store Name/Number: KS-Town Center Plaza (0924)Address: 5056 W. 119th St Space #300, Leawood, KS 66209, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: FlexPosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized...
-
Beauty Advisor
5 days ago
Leawood, United States Sephora Full timeJob ID: 254901Store Name/Number: KS-Town Center Plaza (0924)Address: 5056 W. 119th St Space #300, Leawood, KS 66209, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Full TimePosition Type: RegularYour role at Sephora: As a Beauty Advisor, you'll help clients discover the power of beauty. This role is about creating personalized...
-
Licensed Beauty Advisor
3 months ago
Leawood, United States Sephora Full timeJob ID: 249426Store Name/Number: KS-Town Center Plaza (0924)Address:5056 W. 119th St Space #300, Leawood, KS 66209, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time:FlexPosition Type: RegularYour Role at Sephora: As a Licensed Beauty Advisor, you'll guide clients on their beauty journey, creating memorable experiences. If you love...
-
Caregiver
3 months ago
Leawood, United States Private Home Care St Louis Full timeJob DescriptionJob DescriptionAre you ready to work for a family-owned company who truly values your skill set? At Private Home Care, we believe Caregivers are the heart of our business. We highly value and respect our team of exceptional, professional Caregivers. That’s why we have higher job satisfaction and lower turnover. Our goal is to keep our...
-
Caregiver
2 weeks ago
Leawood, United States Private Home Care St Louis Full timeJob DescriptionJob DescriptionAre you ready to work for a family-owned company who truly values your skill set? At Private Home Care, we believe Caregivers are the heart of our business. We highly value and respect our team of exceptional, professional Caregivers. That’s why we have higher job satisfaction and lower turnover. Our goal is to keep our...
-
Client Services and Technical Support Manager
3 months ago
Leawood, United States Culture Index LLC Full timeJob DescriptionJob DescriptionWe are seeking a self-assured and results-driven individual who excels at solving complex problems and taking calculated risks. The ideal candidate will be a natural leader, capable of working independently and making swift decisions with conviction. They will thrive in a fast-paced environment, handling multiple tasks and...
-
Senior Tax Associate
2 weeks ago
Leawood, United States NDH Full timeNDH Advisors LLC ("NDH") is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices throughout the United States. With offices in Chicago, Kansas City, Houston, Santa Barbara and Philadelphia, we are seeking an energetic tax...
-
Senior Tax Associate
1 week ago
Leawood, United States NDH Full timeNDH Advisors LLC ("NDH") is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices throughout the United States. With offices in Chicago, Kansas City, Houston, Santa Barbara and Philadelphia, we are seeking an energetic tax...
-
Tax Manager
1 week ago
Leawood, United States NDH Full timeNDH Advisors LLC ("NDH") is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices throughout the United States. With offices in Chicago, Kansas City, Houston, and Philadelphia, we are seeking an energetic, experienced Tax...
-
Sales and Service Leader
4 weeks ago
Leawood, United States Sephora Full timeJob ID: 252123Store Name/Number: KS-Town Center Plaza (0924)Address: 5056 W. 119th St Space #300, Leawood, KS 66209, United States (US)Hourly/Salaried: Hourly (Non-Exempt)Full Time/Part Time: Full TimePosition Type: RegularYour Role at Sephora: As a Sales and Service Leader, you'll be at the forefront of our mission to provide an exceptional shopping...
-
Sales and Service Leader
3 weeks ago
Leawood, United States LVMH Full timeLE POSTE VOTRE PROFIL Sales and Service Leader NOUVEAU Publie le 14.08.2024 Sephora Retail Rfrence : 252123 Ajouter aux favoris Ouvrir Partager Localisation : Leawood, United States Type de contrat : Permanent Job Postuler LE POSTE VOTRE PROFIL Le poste Sales and Service Leader Votre profil Job ID: 252123 Store Name/Number: KS-Town Center...
-
Audit Shareholder
2 months ago
Leawood, United States BerganKDV Full timeDescriptionJOB SUMMARY An Audit Shareholder will have deep and meaningful relationships within their local business community, will have a track record of developing new business, and leveraging trusted relationships. As an Audit Shareholder, you will have an important role in developing, mentoring, and coaching our people to achieve challenging and...
-
Part-Time Contract Recruiter
3 months ago
Leawood, United States Hunter Recruitment Advisors Full timeJob DescriptionJob DescriptionExperienced Recruiter - (100% Remote) - Part-time Opportunities availableTarget Compensation (DOE): $25-35/hrHunter Recruitment Advisors, an RPO and Recruitment Marketing company is looking for a driven and experienced Part-Time -Trades Contract Recruiter to join our growing team. The Recruiter will focus primarily on hiring...
-
Personal Banker
3 months ago
Leawood, United States CrossFirst Bank Full timeOverviewThe Personal Banker provides extraordinary service to the Bank's clients. This position requires a high level of accuracy to comply with regulatory requirements and minimize risk.ResponsibilitiesPerform personal banking transactions for clients, such as deposits, withdrawals and transfers. Possess a clear understanding of features and benefits of the...
-
Customer Experience Specialist
2 weeks ago
Leawood, United States Benefit Communication Insourcing Full timeBenefit Communication Insourcing is a private company headquartered in Overland Park, KS and a joint trademark with Lockton Companies, LLC. We service large employers located throughout the U.S. to provide customized benefit communication services to our client's individual employees. As our company prepares for our annual benefit open enrollment season, we...
-
RubinBrown Team Member
3 months ago
Leawood, United States RUBINBROWN LLP Full timePlease apply here if you are interested in RubinBrown, but don't see an opening that quite matches your skillset. We will contact you if your background matches an available opportunity. You may also apply here if you were directed to this posting by our HR team. Thank you! RubinBrown's ideal team member has experience in one or more of the following...
-
Life & Health Insurance Sales Representative
13 hours ago
Leawood, Kansas, United States SelectQuote, Inc. Full timeAbout the RoleWe are seeking a highly motivated and results-driven Life & Health Insurance Sales Representative to join our team at SelectQuote, Inc. As a sales advisor, you will be responsible for delivering exceptional customer experiences and selling final expense whole life insurance policies to our clients.Key ResponsibilitiesGenerate new business leads...
-
Final Expense Insurance Sales Agent
18 hours ago
Leawood, Kansas, United States SelectQuote, Inc. Full timeAbout the RoleWe are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team at SelectQuote, Inc. As a sales advisor, you will be responsible for delivering exceptional customer experiences and selling final expense whole life insurance policies to our clients.Key ResponsibilitiesGenerate new business leads and...
-
Personal Banker
7 days ago
Leawood, United States Security Bank of Kansas City Full timeJob DetailsJob Location 119TH STREET Lvl2 - Leawood, KS Position Type Full Time Job Category Banking If you are someone wanting to make a difference in the communities that we serve and join the strongest large bank in Kansas City, then Security Bank of Kansas City has a career for you. In addition to our compensation and benefits packages, Security Bank...
![Commerce Bank](https://media.trabajo.org/img/noimg.jpg)
Private Client Advisor
2 months ago
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. And our commitment doesn't stop there. Our culture is about 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 more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Annual Salary: $69, $157, Amount based on relevant experience, skills, and competencies.)
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 Job
The Private Client Advisor "PCA" is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience. The PCA book of business is represented by high-net worth clients and their families and multi-generational relationships. As a trusted advisor the PCA must develop an in depth understanding of the client's wealth related and personal goals and coordinate the development of a comprehensive plan with the client's professional advisors and Commerce Trust partners. In addition, the PCA will leverage the expertise of internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the client's goals and objectives.
Essential Functions
- 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
Knowledge, Skills & Abilities Required
- Advanced knowledge of relationship 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
- Demonstrated ability to expand revenue, assets, and client base
- 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 provide leadership and mentoring 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
Education & Experience
- Bachelor's degree or equivalent combination of education and experience required
- 15+ years of experience providing high level client service in a similar role with preference to trust, wealth management and financial planning required
- Experience working with clients in a multi-generational environment both from an advisory and fiduciary perspective required
- 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
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.
**Level of role is determined by knowledge, experience, skills, abilities, and education
***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor I, II, III & Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $69,500 to $157,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more
Location: 11405 Nall Avenue, Leawood, Kansas 66211
Time Type:
Full time