Private Client Advisor - Commerce Trust

The Private Client Advisor is accountable for delivering comprehensive advice and customized wealth management solutions for high-net-worth clients and families. The PCA book of business is represented by high-net worth clients and their families and multi-generational relationships.

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 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

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