Private Client Advisor

Mortgage Commerce Corp

Kansas City, Missouri, US
Hourly: $93,000.00 - $123,500.00; bonus/equity: el...
On-site
Comprehensive wealth management solutions
Manage portfolio of fiduciary clients
Client centric focus
Mortgage Commerce Corp is seeking a Private Client Advisor to provide comprehensive wealth management solutions for high-net-worth clients. The role emphasizes client-centric service, collaboration with internal partners, and delivering tailored financial advice

Job Summary

  • Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families.
  • Manage high net worth clients and their families and multigenerational relationships.
  • 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.

Matching Summary

Match Score: 85

Mortgage Commerce Corp is seeking a Private Client Advisor to provide comprehensive wealth management solutions for high-net-worth clients. The role emphasizes client-centric service, collaboration with internal partners, and delivering tailored financial advice.

Salary

Hourly: $93,000.00 - $123,500.00; Bonus/Equity: Eligible for performance-based incentive plan(s); Benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time

Skills & Requirements

Must-have

  • comprehensive wealth management solutions
  • manage portfolio of fiduciary clients
  • client centric focus
  • manage multigenerational relationships
  • collaborate with internal partners
  • identify and service client needs

Nice-to-have

  • agile and strong team player
  • optimistic outlook and cast a positive shadow

Key Requirements

  • 5+ years experience in providing high level client service
  • Bachelor’s degree or equivalent combination of education and experience
  • Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred
  • Valid driver’s license and meet Commerce Bank’s driving record criteria

Work Rights

Not specified

Tailored Resume

Cover Letter