CTC Financial Planning Analyst
Commerce Bank

Kansas City, Missouri

Posted in Banking

Job Info

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

  • Review financial information collected from clients or prospects and ensure information is correct and consistent with client/prospect goals
  • Manage tracking process for receiving, generating, reviewing and delivering financial plans
  • Communicate benefits and features of services to internal referral source, including: regular updates on services, software, tips for gathering client/prospect applications, and success stories
  • Enter information into the financial planning software in an accurate and timely manner
  • Review each financial plan draft for accuracy, integrity, suitability of solutions and consistency with client goals
  • Perform other duties as assigned

Knowledge, Skills & Abilities Required
  • Intermediate understanding of financial services with practical knowledge of basic financial planning techniques
  • Excellent problem-solving skills
  • Strong analytical skills with the ability to interact with financial planning software
  • 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 in general business, finance, accounting, management or personal financial planning or equivalent combination of education and experience required
  • 2+ years personal financial planning experience required

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:
Full time

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