Financial Planning Analyst – Commerce Trust

Commerce Bancshares
Kansas City
Full timeUSD 26.7 - 31.5 hourlyFunction: Finance & AccountingExperience: 1+ yearsEducation: bachelorsSkills: ["Analytical skills","Accuracy","Organization","Attention to detail","Communication"]

Support the development and delivery of comprehensive financial plans for high-net-worth clients at Commerce Trust. Execute plan creation with financial planners, review client/prospect information, and upload data into planning software. Manage multiple plan projects simultaneously, research financial planning topics, and incorporate findings into analysis. Assist with team-led projects, maintain organized digital data libraries, and collaborate with internal partners to communicate effectively.

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Commerce Bancshares
Commerce Bancshares
1 day ago

Financial Planning Analyst – Commerce Trust

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Last checked: 15 hours agoStatus: Live

Job Summary

Support the development and delivery of comprehensive financial plans for high-net-worth clients at Commerce Trust. Execute plan creation with financial planners, review client/prospect information, and upload data into planning software. Manage multiple plan projects simultaneously, research financial planning topics, and incorporate findings into analysis. Assist with team-led projects, maintain organized digital data libraries, and collaborate with internal partners to communicate effectively.
Location: Kansas City
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Support financial planners by executing the development of comprehensive financial plans.
  • •Review financial information from clients/prospects and upload data into the planning software.
  • •Manage workflow for multiple financial plan projects in different stages at the same time.
  • •Conduct research on financial planning topics and implement findings into plan analysis.
  • •Lead or assist in projects as needed, organizing high-volume digital information and communicating with internal partners.

Pay and Benefits

Salary: USD 26.7 - 31.5 hourly
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalEducation Assistance

Key Requirements

  • •Bachelor’s degree or an equivalent combination of education and experience, with a preference for business, finance, accounting, or financial planning.
  • •Intermediate understanding of financial services and practical knowledge of basic financial planning topics and skills.
  • •Strong analytical skills to evaluate information across formats with the ability to produce accurate work.
  • •Motivated, organized self-starter with strong attention to detail and the ability to manage multiple priorities.
  • •Intermediate proficiency with Microsoft Word, Excel, Teams, and Outlook.
Experience:1+ years
Education:Bachelor's in business, finance, accounting or financial planning
Skills:Analytical skillsAccuracyOrganizationAttention to detailCommunication
Certifications:CFP
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft Outlook

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn