Commerce Bank Private Client Advisor in St. Louis, Missouri
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.
Location: 8000 Forsyth, St. Louis, Missouri 63105
The Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $50 billion in client assets. The Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.The Private Client Advisor (“PCA”) is accountable for the delivery of comprehensive advice and customized wealth management solutions for our high net worth clients and families. The PCA will effectively manage a portfolio of relationships comprised of fiduciary, IRA and investment management clients, and in their role as relationship manager is accountable for the overall client experience. 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 planning and settlement, insurance, lending, credit and banking services to meet the client’s goals and objectives.College degree and professional designation such as CFP or CTFA is preferred.- Excellent 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.- Client centric focus and desire to exceed client expectations.- Excellent relationship management, networking and business development skills.- Excellent communication skills; both written and verbal.- Demonstrated ability to expand revenue, assets and client base.- Strong analytical, problem solving and critical thinking skills.- Proactive time management and prioritization skills.- Positive attitude and works well in a team environment.- Collaborate proactively with internal partners to identify and service unique client needs.- Willingness to take on leadership roles as available.- Job level and responsibilities determined by experience and qualifications of candidate.
Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.
Why Commerce? (https://www.commercebank.com/careers/about-commerce)
Inclusion and Diversity at Commerce (https://www.commercebank.com/about-us/inclusion-and-diversity)
How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)
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Equal Opportunity Employer
Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, gender, gender identity, gender expression, veteran status, disability status, or any other applicable characteristics protected by law.