Trust and Estate Planning Advisor

2 weeks ago

Peoria, Illinois, United States Commerce Bank Full time
About Commerce Bank

At Commerce Bank, we believe that building a career is more than just climbing the corporate ladder. It’s about making a meaningful impact in the lives of individuals and businesses, ensuring financial well-being, and fostering a culture that prioritizes our people.

Here, you will discover opportunities for personal and professional growth, the chance to forge connections, and the ability to cultivate relationships within our community. We are dedicated to investing in your development, providing you with the resources and support to become the best version of yourself.

Creating a remarkable workplace culture is a journey that requires commitment. With over 155 years of experience, we understand that our success is intrinsically linked to the well-being of our employees. If this resonates with you, we invite you to explore further.

About the Role

The primary objective of this position is to gain a comprehensive understanding of clients' financial aspirations and personal objectives, safeguarding their wealth while guiding them through the intricacies of trust establishment. Our dedicated team collaborates with clients to identify potential risks, devise strategies to mitigate exposure, and empower clients to maintain control over their financial futures through trusts, estate administration, charitable trusts, and additional services.

Key Responsibilities
  • Provide tailored advice and comprehensive wealth management solutions for affluent clients and families.
  • Effectively oversee a portfolio of relationships, including fiduciary, IRA, and investment management clients.
  • Maintain a client-focused approach with a commitment to exceeding client expectations.
  • Develop holistic plans in collaboration with clients' professional advisors and internal partners.
  • Proactively engage with internal teams to identify and address unique client needs while enhancing the overall client experience.
  • Utilize the expertise of internal specialists to ensure a cohesive delivery of investment, fiduciary, tax, estate planning, insurance, lending, credit, and banking services aligned with client goals.
  • Identify opportunities for the promotion of investment management products and trust services.
  • Assume informal leadership roles as necessary.
  • Perform additional duties as assigned.
Required Knowledge, Skills & Abilities
  • In-depth knowledge of relationship management services, including wealth transfer planning, taxation, estate planning, and wealth management products, gained through extensive experience and ongoing education.
  • Strong relationship management, networking, and business development capabilities.
  • Proven ability to enhance revenue, assets, and client base.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Ability to maintain a valid driver's license and comply with driving record criteria.
  • Self-motivated and organized individual with keen attention to detail and the capacity to manage multiple priorities.
  • Inquisitive, adaptable, and a strong team player with exceptional written, verbal, and interpersonal communication skills.
  • Ability to remain flexible and resilient in various situations, maintaining a positive outlook that aligns with our culture and core values.
  • Advanced proficiency in Microsoft Word, Excel, and Outlook.
Education & Experience
  • Bachelor's degree or equivalent combination of education and experience is required.
  • A minimum of 6 years of experience in trust and estate services is required.
  • Prior experience in a related legal field is preferred.
  • Certifications such as Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) are preferred.
Note: The company will review your motor vehicle driving record as part of the hiring process.

**The level of this role is determined by knowledge, experience, skills, abilities, and education.**

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