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Private Client Advisor

2 months ago

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

At Commerce Bank, we're committed to helping individuals and businesses achieve financial safety and success. Our culture is built on a foundation of trust, integrity, and a passion for delivering exceptional service. We believe in investing in our people, providing opportunities for growth and development, and fostering a collaborative and inclusive work environment.

About the Role

The Private Client Advisor is a key member of our team, responsible for delivering comprehensive advice and customized wealth management solutions to high-net-worth clients and families. As a trusted advisor, you'll develop in-depth relationships with clients, understanding their unique needs and goals, and coordinating the development of tailored plans with their professional advisors and Commerce Trust partners.

Key Responsibilities
  • Deliver comprehensive advice and customized wealth management solutions to 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
  • Develop comprehensive plans with clients' 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 clients' 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 a tiered support model and maintain accountability for timely completion
Requirements
  • 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
Education and Experience
  • 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
  • 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