The Private Client Advisor is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients
Job Summary
The Private Client Advisor is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients.
As a trusted advisor, the PCA must develop an in-depth understanding of the client’s wealth related and personal goals and coordinate the development of a comprehensive plan with the client’s professional advisors and Commerce Trust partners.
This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals.
Matching Summary
The Private Client Advisor is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients.
Salary
Base: $72,500.00 - $123,500.00; Bonus/Equity: Performance-based incentive plan; Benefits: Health, dental, vision insurance, 401(k), life insurance, paid vacation, paid personal time, career development, education assistance, voluntary supplemental benefits
Skills & Requirements
Must-have
Comprehensive advice delivery
Customized wealth management solutions
High-net-worth client management
Fiduciary and investment management
Client-facing service skills
Nice-to-have
Award-winning culture
Collaborative internal partnerships
Agile and resilient mindset
Optimistic outlook and positive shadow
Key Requirements
3+ years of experience in trust, wealth management, or financial planning
Bachelor’s degree or equivalent education and experience
CFP, CTFA, CPA, or JD designation preferred
Valid driver's license and acceptable driving record