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Private Client Advisor at Commerce Bank - ApplyBlast

Private Client Advisor

Commerce Bank

9 months ago

3.9 on Glassdoor

Kansas City, MO

Onsite

Full Time

Senior

0 applicants

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About this role

The Private Client Advisor III at Commerce Trust develops a deep understanding of clients’ wealth and personal goals to protect and manage assets through trusts, probate, charitable trusts, and related services. The role serves high-net-worth and multigenerational families, delivering customized wealth management solutions and coordinating with clients’ advisors and internal partners to create integrated financial plans.

Skills

Qualifications

Bachelor’s DegreeCFPCTFACPAJD

About Commerce Bank

commercebank.com

Headquarters

Kansas City, Missouri, United States

Company Size

1001-5000 employees

Founded

1865

View Profile

Commerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.