Senior Wealth Advisor & Trust Officer

Commerce Trust; St. Louis (MO); On-site; USD 93,000 - 163,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) matching and life insurance

Paid vacation and personal time

Job summary

Commerce Trust, a division of Commerce Bank, seeks a Private Client Advisor II/III or Senior to deliver customized wealth management solutions to a portfolio of fiduciary, IRA and investment management clients in Clayton, MO. The role emphasizes deep client relationships, strategic planning, and collaboration with internal partners.

Ideal candidates bring 5+ years of high‑level client service in wealth management, a drive to exceed client expectations, and credentials such as CFP/CTFA or CPA/JD.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience required.
• 5+ years’ experience in high‑level client service in wealth management/financial planning.
• CFP/CTFA or CPA/JD or related certification preferred or feasible after hire.

Responsibilities

• Deliver comprehensive wealth management advice and customized solutions for high‑net‑worth clients and families.
• Manage a portfolio of fiduciary, IRA, and investment management clients.
• Coordinate comprehensive plans with clients and their advisors and Commerce Trust partners.
• Collaborate with internal partners to deliver integrated investment, tax, estate, and banking services.
• Identify opportunities to grow client relationships and service needs.

Skills

Wealth management

Client service

Analytical thinking

Communication

Driver's license

Education

Bachelor’s degree or equivalent

CFP/CTFA/CPA/JD or equivalent certification

Tools

Microsoft Word

Excel

Outlook/Teams

Job description

Commerce Trust, a division of Commerce Bank, seeks a Private Client Advisor II/III or Senior to deliver customized wealth management solutions to a portfolio of fiduciary, IRA and investment management clients in Clayton, MO. The role emphasizes deep client relationships, strategic planning, and collaboration with internal partners.

Ideal candidates bring 5+ years of high‑level client service in wealth management, a drive to exceed client expectations, and credentials such as CFP/CTFA or CPA/JD.