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Private Client Advisor

2 months ago

Leawood, Kansas, United States Commerce Bank Full time

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