Senior Private Wealth Advisor & Trust Lead

Mercantil Commerce Bank; Clayton (MO); On-site; USD 93,000 - 163,000; Full time

Job summary

Mercantil Commerce Bank seeks a Private Client Advisor and Trust Officer to deliver comprehensive wealth management for fiduciary, IRA and investment clients. You will coordinate plans with clients and their professionals, ensuring a superior client experience and multi-generational relationships.

Candidates should have 5+ years in wealth management or trust roles; CFP/CTFA preferred (or pursue); a Bachelor's degree is required.

Qualifications

• 5+ years’ experience in providing high level client service in wealth management/trust
• CFP and/or CTFA preferred (or pursuing) or CPA/JD as alternative
• Bachelor’s degree or equivalent combination of education and experience required

Responsibilities

• Deliver comprehensive wealth management solutions for high-net-worth clients and families
• Manage a portfolio of fiduciary, IRA and investment management clients
• Develop comprehensive plans with clients’ professional advisors and Commerce Trust partners
• Collaborate with internal partners to provide integrated investment, fiduciary, tax, estate planning, and lending services

Skills

Wealth management

Client relationship

Problem solving

Communication

Attention to detail

Education

Bachelor’s degree

Tools

Microsoft Word

Excel

Teams

Outlook

Job description

Mercantil Commerce Bank seeks a Private Client Advisor and Trust Officer to deliver comprehensive wealth management for fiduciary, IRA and investment clients. You will coordinate plans with clients and their professionals, ensuring a superior client experience and multi-generational relationships.

Candidates should have 5+ years in wealth management or trust roles; CFP/CTFA preferred (or pursue); a Bachelor's degree is required.