Private Client Advisor

Private Client Advisor role involves developing an in-depth understanding of clients' wealth and personal goals, helping protect their wealth, and navigating the process of setting up a trust. The role requires delivering comprehensive advice and customized wealth management solutions for high-net-worth clients and families.

Requirements

• 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
• Manage high net worth clients and their families and multigenerational relationships
• 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 and delegate appropriate responsibilities under tiered support model and maintain accountability for timely completion
• Perform other duties as assigned

Benefits

• Employer sponsored health insurance
• Dental insurance
• Vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time
• Career development
• Education assistance
• Voluntary supplemental benefits