Senior Private Wealth Advisor

Mercantil Commerce Bank; Clayton (MO); On-site; USD 73,000 - 163,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k)

Career development

Education assistance

Job summary

Mercantil Commerce Bank, located in Clayton, Missouri, seeks a Private Client Advisor with a strong background in wealth management and fiduciary services. You will manage high-net-worth client relationships, coordinate comprehensive financial plans, and work with specialists to deliver investment, tax, and banking solutions.

The role emphasizes client-centric service, cross-functional collaboration, and maintaining a professional presence to exceed client expectations in a dynamic environment.

Qualifications

• Broad knowledge of wealth management services including planning and transfers.
• Client-centric and ability to exceed client expectations.
• Strong analytical, problem solving, and communication skills.

Responsibilities

• Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families.
• Manage a portfolio of fiduciary, IRA and investment management relationships.
• Maintain professional client interactions and aim to exceed expectations.
• Develop comprehensive plans with clients and Commerce Trust partners.
• Coordinate with internal partners to deliver integrated investment, fiduciary, tax, and banking services.
• Identify opportunities to sell investment management and trust services.
• Perform other duties as assigned.

Skills

Trust experience

Relationship mgmt

Client-facing service

Wealth management

Education

Bachelor’s degree

CFP/CTFA preferred

Tools

Microsoft Word

Excel

Teams

Outlook

Job description

Mercantil Commerce Bank, located in Clayton, Missouri, seeks a Private Client Advisor with a strong background in wealth management and fiduciary services. You will manage high-net-worth client relationships, coordinate comprehensive financial plans, and work with specialists to deliver investment, tax, and banking solutions.

The role emphasizes client-centric service, cross-functional collaboration, and maintaining a professional presence to exceed client expectations in a dynamic environment.