Private Client Advisor
Commerce Bank

Job Info

---

About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

About This Job

As a Private Client Advisor, you'll take a full-service approach to wealth management with your clients. Private Client Advisors develop an in depth understanding of the client's wealth related and personal goals, help protect client's wealth, and navigate the process of setting up a trust. Our team works with clients to recognize potential risks, identify ways to minimize exposure and keep clients in control of their financial future through trusts, probate administration, charitable trusts, and more.

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
  
• 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
  
• Perform other duties as assigned
  

Knowledge, Skills & Abilities Required

• Strong 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
  
• Demonstrated ability to expand revenue, assets and client base
  
• Strong analytical, problem solving and critical thinking skills
  
• 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
  
• Advanced level proficiency with Microsoft Word, Excel and Outlook
  

Education & Experience Required

• Bachelor's degree or equivalent combination of education and experience required
  
• 6+ years of banking experience required
  
• JD with related legal experience preferred
  
• Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation preferred
  

#LI-Trust

Location: 1551 N. Waterfront Parkway, Wichita, Kansas 67206

Time Type:
Full time

This job has expired.