Financial Planner II - Commerce Trust

Financial Planner II - CTC

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 : $91,000.00 - $107,000.00 (Amount based on relevant experience, skills, and competencies.)

The main purpose of this job is to meet goals to produce financial plans, number of client meetings, private banking deposits / loans, and new asset management business.

Essential Functions

• Work with senior financial planning team members to review financial information and develop client plans
• Meet with clients / prospects to explain the benefits of financial planning and the general financial planning process
• Work with clients and / or referral sources to gather information needed to prepare the financial plan
• Develop and present financial plans and coordinate any implementation with Commerce Trust Company (CTC) staff or outside providers
• Develop and market the benefits of financial planning to key external and internal referral sources
• Perform other duties as assigned

Knowledge, Skills & Abilities Required

Education & Experience

Location : 1000 Walnut St, Kansas City, Missouri 64106

Time Type : Full time