Commerce Bank
Private Client Advisor
KS - Central Kansas - Wichita - Wichita Waterfront (67206) · Contract
Sponsorship not specified$73k-$85kDetected 31 days ago
ExpressExcelTaxCommunicationProblem SolvingCritical ThinkingAdaptabilityMicrosoft Office
About the role
- It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of.
- You'll have the space and resources to grow into the best version of yourself.
- Because our number one investment is you.
Responsibilities
- Building a career here is more than just steps on a ladder.
- Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you.
- 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 professional presence and approach with a strong 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
- Perform other duties as assigned
- 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
Requirements
- Knowledge, Skills & Abilities Required
- Advance level proficiency with Microsoft Word, Excel, Teams, and Outlook
- 3+ years of trust, wealth management or financial planning experience required
Compensation
- $72,500.00 - $85,000.00 (Amount based on relevant experience, skills, and competencies.)
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.
- Broad knowledge of wealth management services, such as wealth transfer planning, taxation, estate planning and wealth management products and services acquired through work-related experience and continuing education
- Education & Experience
- Bachelor's degree or equivalent combination of education and experience required
Company info
- Our culture is about our people, the ones in our communities and the ones that work with us.
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This listing is sourced directly from Commerce Bank's careers page and normalized into a canonical job model.