Private Client Advisor
Commerce Bank(1 month ago)
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.
Required Skills
- Wealth Management
- Estate Planning
- Taxation
- Investment Management
- Fiduciary Services
- Client Service
- Relationship Management
- Financial Planning
- Communication
- Excel
Qualifications
- Bachelor’s Degree
- CFP
- CTFA
- CPA
- JD
About Commerce Bank
commercebank.comCommerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.
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