Financial Planning Analyst – Commerce Trust

Mercantil Commerce Bank; Kansas City (MO); Hybrid; USD 37,000 - 43,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k)

Paid vacation

Paid personal time

Career development

Education assistance

Job summary

Commerce Bank in Kansas City, MO is seeking a Financial Planning Associate to support the development and delivery of financial plans for high-net-worth clients. You will assist senior planners by reviewing client information, inputting data into planning software, and coordinating multiple projects.

The ideal candidate has a bachelor’s degree in business or finance, 1+ year in financial services, and a plan to obtain CFP within 3 years; eligibility to work in the US without sponsorship.

Qualifications

• Bachelor’s degree in business, finance, accounting or financial planning preferred.
• 1+ year working or internship experience in the financial industry preferred.
• Ability to obtain CFP designation within 3 years preferred.

Responsibilities

• 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.
• Conduct research on financial planning topics and implement findings into plan analyses.
• Lead or assist in projects as directed by the team leader.
• Organize high volume of information and maintain digital data libraries.
• Communicate effectively with internal partners on financial planning projects.

Skills

Analytical skills

Attention to detail

Self-starter

Team player

Communication skills

Adaptability

Education

Bachelor’s degree in business/finance

CFP path within 3 years preferred

1+ year financial industry experience preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Teams

Microsoft Outlook

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. 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 ***

Location

1000 Walnut St, Kansas City, Missouri 64106

Time Type

Full time

Employment Benefits

• 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.

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.

Why Commerce? Inclusion at Commerce

Equal Opportunity Employer

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.