Financial Planning Analyst – Commerce Trust

Commerce Trust; Kansas City (MO); On-site; USD 37,000 - 43,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

Commerce Trust is seeking a Financial Planning Analyst to support the development and delivery of financial plans for high-net-worth clients in Kansas City. You will assist planners, review client data, and manage multiple plan projects in parallel.

The role requires a bachelor’s degree in business/finance, 1+ year in finance, and strong analytical skills. Eligibility to work in the US is required; CFP within 3 years is preferred.

Qualifications

• Bachelor's degree in business, finance, accounting or financial planning preferred.
• 1+ year of working or internship experience in the financial industry preferred.
• Ability to obtain CFP designation within 3 years preferred.
• Must be eligible to work in the US without sponsorship now or in the future.
• Strong analytical skills and attention to detail; able to produce accurate work.

Responsibilities

• Support the development of comprehensive financial plans for high-net-worth clients.
• Review client data and upload into planning software.
• Manage multiple financial plan projects across stages.
• Conduct research on financial planning topics and apply findings.
• Lead or assist projects as directed by the team leader.
• Organize large volumes of information and maintain digital libraries.
• Communicate effectively with internal partners on planning projects.
• Perform other duties as assigned.

Skills

Financial planning

Analytical skills

Attention to detail

Communication skills

Team player

MS Excel

Education

Bachelor’s degree in finance/business

CFP designation (eligible within 3 years)

Tools

Planning software

Job description

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. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

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. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range

Hourly: $26.70 - $31.50 (Amount based on relevant experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

About This Job

The main purpose of this job is to support the development and delivery of financial plans, which identify areas of financial needs for the high-net-worth clients at Commerce.

Essential Functions

• Provide support to the financial planners by executing the development of comprehensive financial plans
• Review financial information collected from clients/prospects, and upload data into the planning software
• Manage the workflow of multiple financial plan projects in different stages at the same time
• Conduct research on a wide variety of financial planning topics as needed, and implement the findings into the plan analysis
• Lead or assist in projects at the discretion of the team leader
• Organize high volume of information and maintain libraries of digital data
• Communicate effectively to collaborate with internal partners on financial planning projects
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

• Intermediate understanding of financial services with practical knowledge of basic financial planning topics and skills
• Strong analytical skills with the ability to evaluate a wide range of information in various formats
• Ability to produce work with the highest level of accuracy
• Motivated and organized self-starter with strong attention to detail and the 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 and cast a positive shadow that is aligned with our culture and Core Values
• Intermediate level proficiency with Microsoft Word, Excel, Teams and Outlook

Education & Experience

• Bachelor’s degree or equivalent combination of education and experience required. Degree in business, finance, accounting or financial planning preferred.
• 1+ year of working or internship experience in the financial industry preferred
• Ability to obtain Certified Financial Planner (CFP) designation within 3 years preferred
• Must be eligible to work in the US without sponsorship now or in the future
• For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Financial Planning Analyst - CTC job and contemplates a wide range of factors that are considered in making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $26.70 to $31.50 per hour.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type: Full time