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Senior Private Client Advisor
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Commerce Bank Kansas City, United StatesAbout Working at Commerce · Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our c ...
Senior Associate, Advisor Tax - Kansas City, MO, United States - Commerce Bank
Description
Building a career here is more than just steps on a ladder.It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of.
Our culture is about our people, the ones in our communities and the ones that work with us.Because our number one investment is you.
And after more than 155 years, we know Commerce Bank is only at its best when our people are
Hourly:
$22.For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.
The main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust
Perform service and fulfillment activities to meet the needs and expectations of Commerce Trust clients
Assist with account administration, document review, fund transfers, discretionary actions and coordination for tax preparations with minimal supervision
Positive attitude and ability to work independently to accomplish job responsibilities with minimal supervision
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Intermediate level proficiency with Microsoft Word, Excel and Outlook
Associate degree in related field preferred.
2+ years of office experience required
Financial institution experience preferred
This compensation range is for the Private Client Advisor Associate and Senior Associate job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs.
The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled.
30 per hour.The candidate selected for this position may be eligible for the following employment benefits:
employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. Full time