Private Client Advisor - UHNW Wealth & Planning

Commerce Trust; St. Louis (MO); On-site; USD 73,000 - 163,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Paid vacation

Personal time off

Job summary

Commerce Trust in Clayton, Missouri, seeks a Private Client Advisor and Trust Officer to deliver comprehensive wealth management guidance for high-net-worth clients. You will manage fiduciary, IRA and investment relationships and coordinate plans with clients’ professionals.

The role emphasizes client-centric service, collaboration with internal partners, and the delivery of integrated investment, fiduciary, tax, and estate services to meet client goals.

Qualifications

• Broad knowledge of wealth management services including wealth transfer planning, taxation, and estate planning.
• Client-centric mindset with a drive to exceed client expectations.
• Strong analytical and communication skills to coordinate plans with clients and advisors.

Responsibilities

• Deliver comprehensive wealth management advice to high-net-worth clients and families.
• Manage a portfolio of fiduciary, IRA and investment management relationships.
• Develop plans with clients and their professional advisors and Commerce Trust partners.
• Collaborate with internal teams to deliver integrated investment, fiduciary, tax and estate services.

Skills

Trust experience

Relationship management

Client-facing service

Wealth management

Education

Bachelor’s degree

3+ years experience

CFP/CTFA preferred

Tools

Microsoft Word

Excel

Teams

Outlook

Job description

Commerce Trust in Clayton, Missouri, seeks a Private Client Advisor and Trust Officer to deliver comprehensive wealth management guidance for high-net-worth clients. You will manage fiduciary, IRA and investment relationships and coordinate plans with clients’ professionals.

The role emphasizes client-centric service, collaboration with internal partners, and the delivery of integrated investment, fiduciary, tax, and estate services to meet client goals.