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Summary
About the Role
About You
- Bachelor's degree in Finance or equivalent combination of education and experience.
- Basic analytical and problem-solving skills.
- Basic knowledge of the investment field.
- Strong attention to detail and ability to manage multiple priorities.
- Excellent written, verbal, and interpersonal communication skills.
- Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.
- 1+ year experience in Trust, Bank, or Investment Management.
- Progress towards Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) designation.
Benefits
- Employer sponsored health, dental, and vision insurance.
- 401(k) plan.
- Life insurance.
- Paid vacation and personal time.
- Career development and education assistance.
Commerce Trust is a division of Commerce Bank, providing specialized wealth management products and services to individuals, families, and institutional clients in wealth planning, investment management, private banking, and trust services. With over 100 years of wealth management experience, world-class capabilities, and unparalleled service, Commerce Trust has earned a reputation as one of the premier investment companies in the United States. Commerce Trust offers the products and services of a large national organization and possesses world-class resources located in-house, while still maintaining a service model of a boutique investment advisor. Commerce Trust is ideal for individuals, families, and institutions looking for comprehensive wealth management services, as well as a strong relationship with their trusted financial advisors.