Private Client Advisor - Commerce Trust

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 160 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.

Annual Salary: $72,500.00 - $ (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.

*** 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 I, II, and III 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, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $72,500 to $123,500 annually. This position will be eligible for additional compensation through performance‑based incentive plan(s) that will correspond to meeting performance goals.

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.

• Trust experience
• Relationship Management experience
• Client‑facing service skills
• Wealth Management experience

• 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 multi‑generational…