About 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 culture is about our people, the ones in our communities and the ones that work with us.

　　Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

　　Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

　　Compensation Range

　　Annual Salary: $89,000.00 - $157,000.00 (Amount based on relevant experience, skills, and competencies.)

　　Since 1906, Commerce Trust, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client’s unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance’s Best Private Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets.

　　About This Job

　　The Private Client Advisor “PCA” is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients, and in their role as relationship manager is accountable for the overall client experience. The PCA book of business is represented by high-net worth clients and their families and multi-generational relationships. As a trusted advisor the PCA must develop an in depth understanding of the client’s wealth related and personal goals and coordinate the development of a comprehensive plan with the client’s professional advisors and Commerce Trust partners. In addition, the PCA will leverage the expertise of internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit and banking services to meet the client’s goals and objectives.

　　Essential Functions

　　Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families

　　Effectively manage a portfolio of relationships comprised of fiduciary, IRA and investment management clients

　　Maintain a client centric focus and desire to exceed client expectations

　　Manage high net worth clients and their families and multigenerational relationships

　　Develop comprehensive plans with the client’s professional advisors and Commerce Trust partners

　　Collaborate proactively with internal partners to identify and service unique client needs while managing the overall client experience

　　Leverage the expertise of internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning, insurance, lending, credit and banking services to meet the client’s goals and objectives

　　Identify opportunities for the sale of investment management products and trust services

　　Take on informal leadership roles as needed and delegate appropriate responsibilities under tiered support model and maintain accountability for timely completion

　　Perform other duties as assigned

　　Knowledge, Skills & Abilities Required

　　Strong knowledge of wealth management services, such as wealth transfer planning, taxation, estate planning and wealth management products and services acquired through extensive work-related experience and continuing education

　　Strong relationship management, networking, and business development skills

　　Ability to articulate conceptual ideas and strategies to assigned clients and follow through with successful implementation and the goal to strengthen and expand assigned relationships

　　Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements

　　Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

　　Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

　　Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

　　Advance level proficiency with Microsoft Word, Excel, Teams and Outlook

　　Education & Experience

　　Bachelor’s degree or equivalent combination of education and experience required

　　5+ years of experience providing high level client service in a similar role with preference to trust, wealth management and financial planning required

　　Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisor (CTFA) designation preferred (or commitment to work towards earning after hire) or Certified Public Accountant (CPA), Juris Doctorate (JD) or other certification in lieu of the CTFA or CFP

　　For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

　　Job leveling and additional responsibilities will be determined based on the candidate’s experience and training, skills, education, and other business and organizational needs.

　　*For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Private Client Advisor II, III & Senior 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. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $89,000 to $157,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. 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. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here (https://careers.commercebank.com/us/en/benefits) to learn more.

　　Location: 8000 Forsyth, St. Louis, Missouri 63105

　　Time Type:

　　Full time

　　Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.

　　Why Commerce? (https://www.commercebank.com/careers/about-commerce)

　　Inclusion and Diversity at Commerce

　　How to Join Our Team (https://www.commercebank.com/careers/how-to-join-our-team)

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　　Equal Opportunity Employer

　　Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, age, gender, gender identity, gender expression, veteran status, disability status, or any other applicable characteristics protected by law.