Financial Planning Analyst, Paraplanner - Commerce Trust

About This Job

The main purpose of this job is to support the development and delivery of financial plans, which identify areas of financial needs for the high net worth clients at Commerce.

Essential Functions

Provide support to the financial planners by executing the development of comprehensive financial plans

Review financial information collected from clients / prospects, and upload data into the planning software

Manage the workflow of multiple financial plan projects in different stages at the same time

Conduct research on a wide variety of financial planning topics as needed, and implement the findings into the plan analysis

Lead or assist in projects at the discretion of the team leader

Organize high volume of information and maintain libraries of digital data

Communicate effectively to collaborate with internal partners on financial planning projects

Perform other duties as assigned

Knowledge, Skills & Abilities Required

Intermediate understanding of financial services with practical knowledge of basic financial planning topics and skills

Strong analytical skills with the ability to evaluate a wide range of information in various formats

Ability to produce work with the highest level of accuracy

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

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

Education & Experience

Bachelor’s degree or equivalent combination of education and experience required. Degree in business, finance, accounting or financial planning preferred.

1+ year of working or internship experience in the financial industry preferred

Ability to obtain Certified Financial Planner (CFP) designation within 3 years preferred

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 Financial Planning Analyst CTC job and contemplates a wide range of factors that are considered in 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 $25.70 to $30.30 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.

In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click to learn more.