Private Client Advisor Associate (Wealth Management)

Location: Kansas City, Missouri 64106, at 1000 Walnut St; onsite role

Salary: $23.80–$27.65 per hour

Company

Commerce Trust, a division of hirify.global, provides wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration.

What you will do

• Support Private Client Advisors serving high-net-worth Commerce Trust clients.
• Perform client service and fulfillment activities and act as an additional relationship contact.
• Provide backup client coverage when a Private Client Advisor is absent.
• Assist with account administration, document review, fund transfers, discretionary actions, and tax preparation coordination.
• Identify opportunities to expand existing client relationships while maintaining a professional, client-focused approach.

Requirements

• Must be eligible to work in the U.S. without sponsorship now or in the future.
• High school diploma or equivalent education and experience required; an associate degree in a related field is preferred.
• 2+ years of office experience required.
• Basic knowledge of wealth management services and products.
• Strong customer service, communication, organization, attention to detail, and independent working skills.
• Intermediate proficiency with Microsoft Word, Excel, and Outlook.

Nice to have

• Experience working in a financial institution.
• Associate degree in a related field.
• Interest in continuing education and expanding responsibilities.

Culture & Benefits

• Employer-sponsored health, dental, and vision insurance.
• 401(k), life insurance, paid vacation, and paid personal time.
• Career development and education assistance.
• Voluntary supplemental benefits and opportunities to build professional relationships.