Commerce Trust
Private Client Advisor - Commerce Trust
Commerce Trust, Saint Louis, Missouri, United States, 63146
About Working At Commerce
Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our culture is about our people, the communities we serve, and the relationships we build. We invest in your growth and development, knowing that a thriving workforce is our greatest asset.
Compensation Range Annual Salary: $72,500.00 – $123,500.00 (amount based on relevant experience, skills, and competencies). Additional compensation may be earned through performance‑based incentive plans.
About This Job The Private Client Advisor (PCA) is responsible for delivering comprehensive advice and customized wealth‑management solutions to a portfolio of high‑net‑worth clients, families, and multi‑generational relationships. In this role you will coordinate comprehensive plans with clients’ professional advisors and Commerce Trust partners, and leverage internal expertise to deliver integrated services—investment, fiduciary, tax, estate, insurance, credit, and banking—meeting each client’s goals.
Key Components of Position
Trust experience
Relationship Management experience
Client‑facing service skills
Wealth Management experience
Essential Functions
Deliver comprehensive advice and customized wealth‑management solutions for high‑net‑worth clients and families.
Effectively manage a portfolio of relationships comprising 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.
Identify opportunities for the sale of investment management products and trust services.
Take on informal leadership roles as needed and delegate appropriate responsibilities under a tiered support model, maintaining accountability for timely completion.
Perform other duties as assigned.
Knowledge, Skills & Abilities Required
Strong knowledge of wealth‑management services, such as wealth transfer planning, taxation, estate planning and wealth‑management products, acquired through extensive work‑related experience and continuing education.
Strong relationship‑management, networking, and business‑development skills.
Ability to articulate conceptual ideas and strategies to assigned clients and follow through with successful implementation, strengthening and expanding relationships.
Valid driver’s license and compliance with Commerce Bank’s driving‑record criteria.
Motivated, organized self‑starter with strong attention to detail and ability to manage multiple priorities.
Inquisitive, agile, and strong team player with excellent written, verbal and interpersonal communication skills.
Ability to remain adaptable and resilient to all situations, with an optimistic outlook aligned with our core values.
Advanced proficiency with Microsoft Word, Excel, Teams, and Outlook.
Education & Experience
Bachelor’s degree or equivalent combination of education and experience required.
Three or more years of experience providing high‑level client service in a similar role, with preference for trust, wealth‑management or financial‑planning experience.
Certificate designations preferred: CFP, CTFA, CPA, JD, or equivalent, with a commitment to work toward earning the credential after hire.
Level of role determined by knowledge, experience, skills, abilities, and education.
Commerce Bank will review your motor vehicle driving record as part of the hiring process. If selected, you will authorise that review.
Benefits include employer‑sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, paid personal time, career development, education assistance, and voluntary supplemental benefits.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type: Full‑time
Seniority Level: Not Applicable
Employment Type: Full‑time
Job Function: Finance and Sales
Industry: Banking and Financial Services
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Compensation Range Annual Salary: $72,500.00 – $123,500.00 (amount based on relevant experience, skills, and competencies). Additional compensation may be earned through performance‑based incentive plans.
About This Job The Private Client Advisor (PCA) is responsible for delivering comprehensive advice and customized wealth‑management solutions to a portfolio of high‑net‑worth clients, families, and multi‑generational relationships. In this role you will coordinate comprehensive plans with clients’ professional advisors and Commerce Trust partners, and leverage internal expertise to deliver integrated services—investment, fiduciary, tax, estate, insurance, credit, and banking—meeting each client’s goals.
Key Components of Position
Trust experience
Relationship Management experience
Client‑facing service skills
Wealth Management experience
Essential Functions
Deliver comprehensive advice and customized wealth‑management solutions for high‑net‑worth clients and families.
Effectively manage a portfolio of relationships comprising 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.
Identify opportunities for the sale of investment management products and trust services.
Take on informal leadership roles as needed and delegate appropriate responsibilities under a tiered support model, maintaining accountability for timely completion.
Perform other duties as assigned.
Knowledge, Skills & Abilities Required
Strong knowledge of wealth‑management services, such as wealth transfer planning, taxation, estate planning and wealth‑management products, acquired through extensive work‑related experience and continuing education.
Strong relationship‑management, networking, and business‑development skills.
Ability to articulate conceptual ideas and strategies to assigned clients and follow through with successful implementation, strengthening and expanding relationships.
Valid driver’s license and compliance with Commerce Bank’s driving‑record criteria.
Motivated, organized self‑starter with strong attention to detail and ability to manage multiple priorities.
Inquisitive, agile, and strong team player with excellent written, verbal and interpersonal communication skills.
Ability to remain adaptable and resilient to all situations, with an optimistic outlook aligned with our core values.
Advanced proficiency with Microsoft Word, Excel, Teams, and Outlook.
Education & Experience
Bachelor’s degree or equivalent combination of education and experience required.
Three or more years of experience providing high‑level client service in a similar role, with preference for trust, wealth‑management or financial‑planning experience.
Certificate designations preferred: CFP, CTFA, CPA, JD, or equivalent, with a commitment to work toward earning the credential after hire.
Level of role determined by knowledge, experience, skills, abilities, and education.
Commerce Bank will review your motor vehicle driving record as part of the hiring process. If selected, you will authorise that review.
Benefits include employer‑sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, paid personal time, career development, education assistance, and voluntary supplemental benefits.
Location: 8000 Forsyth Blvd, Clayton, Missouri 63105
Time Type: Full‑time
Seniority Level: Not Applicable
Employment Type: Full‑time
Job Function: Finance and Sales
Industry: Banking and Financial Services
#J-18808-Ljbffr