Commerce Bancshares

5 days ago

Private Client Advisor and Trust Officer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Deliver comprehensive advice and customized wealth management solutions for high-net-worth individuals and families, managing a portfolio of fiduciary, IRA, and investment management relationships while owning the overall client experience. Develop in-depth understanding of clients’ wealth and personal goals, coordinate comprehensive plans with professional advisors and trust partners, and integrate investment, fiduciary, tax, estate, insurance, credit, and banking services. Proactively identify opportunities to sell investment and trust services and provide informal leadership under a tiered support model.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families.
•Manage a portfolio of fiduciary, IRA, and investment management client relationships with a client-centric focus.
•Develop comprehensive plans with clients’ professional advisors and trust partners.
•Collaborate with internal partners to identify and service unique client needs and manage overall client experience.
•Leverage investment and trust expertise to provide integrated delivery across investment, fiduciary, tax, estate planning, insurance, lending, credit, and banking services; identify sales opportunities for investment and trust products.

Pay and Benefits

Salary: USD 93,000 - 163,000 annually

Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalLearning Budget

Key Requirements

•5+ years of high-level client service experience in a similar role, with preference for trust, wealth management, and financial planning.
•Bachelor’s degree (or equivalent combination of education and experience).
•Strong knowledge of wealth management services including wealth transfer planning, taxation, and estate planning.
•Client-focused ability to exceed client expectations and articulate strategies to clients with successful implementation.
•Advanced proficiency with Microsoft Word, Excel, Teams, and Outlook, and ability to maintain a valid driver’s license.

Experience:5+ yearsTrustWealth managementFinancial planning

Education:Bachelor's

Skills:Client-centricAnalytical thinkingProblem solvingCommunicationSelf-starter

Licenses:Driver’s license

Certifications:CFPCTFACPAJD

Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsOutlook

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

Website LinkedIn

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Commerce Bancshares

5 days ago

Private Client Advisor and Trust Officer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Mid level

Key Responsibilities

•Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families.
•Manage a portfolio of fiduciary, IRA, and investment management client relationships with a client-centric focus.
•Develop comprehensive plans with clients’ professional advisors and trust partners.
•Collaborate with internal partners to identify and service unique client needs and manage overall client experience.
•Leverage investment and trust expertise to provide integrated delivery across investment, fiduciary, tax, estate planning, insurance, lending, credit, and banking services; identify sales opportunities for investment and trust products.

Pay and Benefits

Salary: USD 93,000 - 163,000 annually

Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalLearning Budget

Key Requirements

•5+ years of high-level client service experience in a similar role, with preference for trust, wealth management, and financial planning.
•Bachelor’s degree (or equivalent combination of education and experience).
•Strong knowledge of wealth management services including wealth transfer planning, taxation, and estate planning.
•Client-focused ability to exceed client expectations and articulate strategies to clients with successful implementation.
•Advanced proficiency with Microsoft Word, Excel, Teams, and Outlook, and ability to maintain a valid driver’s license.

Experience:5+ yearsTrustWealth managementFinancial planning

Education:Bachelor's

Skills:Client-centricAnalytical thinkingProblem solvingCommunicationSelf-starter

Licenses:Driver’s license

Certifications:CFPCTFACPAJD

Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsOutlook

Company Brief

Commerce Bancshares

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

Website LinkedIn