Job Details

Private Client Advisor Ii

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

3-5 yrs required

Location

Leawood, KS

Date Last Verified

Aug 20,2017

Posted on

May 11,2017
Practice Area
Technology Transactions >> Technology Transactions
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Private Client Advisor II The candidate will be responsible for managing personal fiduciary accounts within The Commerce Trust Company including advisory and agency accounts, irrevocable insurance trusts (ILITs), IRAs, trust accounts, and custody accounts. Private Client Advisor will provide day-to-day management decisions regarding these accounts often involving the use of available expertise within The Commerce Trust Company including investments, taxes, trust counsel, real estate management, estate planning, applicable laws, and financial advice. Must have 3-5 years of experience in Trust, Banking or Investment Management in a fast-paced environment with a focus on accuracy, service and accountability to deliver results, both individually and with a team. Preferably have some experience as a trust administrator. Bachelor’s degree required. Trust School, law degree/LLM and/or CTFA preferred.

Additional info

Ref: 66211

Company info

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