Financial Planning Analyst Paraplanner - Commerce Trust
Commerce Bank

Job Info

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About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

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
  

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:
Full time

This job has expired.