Wealth Management Private Client Advisor (CFP)

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

Benefits offered by this job

Health insurance

401(k)

Paid vacation

Paid personal time

Education assistance

Job summary

Commerce Trust in Clayton, MO invites experienced professionals to join as Private Client Advisor. You will deliver comprehensive wealth management solutions for high-net-worth relationships and coordinate with internal partners to meet client goals.

The ideal candidate has a Bachelor’s degree, 3+ years in trust or wealth management, CFP/CTFA preferred, and strong communication and analytical skills. The role offers a competitive base salary and benefits including health, retirement, and

Qualifications

• Bachelor’s degree or equivalent required.
• 3+ years of trust, wealth management or financial planning experience required.
• CFP and/or CTFA designation preferred.
• Strong client-centric approach and communication skills.

Responsibilities

• Deliver comprehensive wealth management solutions for high-net-worth clients.
• Manage a portfolio of fiduciary, IRA, and investment management relationships.

Skills

Wealth management knowledge

Client-centric service

Analytical skills

Communication skills

MS Office proficiency

Education

Bachelor’s degree or equivalent

CFP/CTFA designation preferred

Tools

Microsoft Word

Microsoft Excel

Teams

Outlook

Job description

Commerce Trust in Clayton, MO invites experienced professionals to join as Private Client Advisor. You will deliver comprehensive wealth management solutions for high-net-worth relationships and coordinate with internal partners to meet client goals.

The ideal candidate has a Bachelor’s degree, 3+ years in trust or wealth management, CFP/CTFA preferred, and strong communication and analytical skills. The role offers a competitive base salary and benefits including health, retirement, and