Commerce Bank Leawood , KS 66211
Posted 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:$69,500.00 - $157,000.00 (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
Level of role is determined by knowledge, experience, skills, abilities, and education
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.
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
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