Commerce Bank Financial Planning Analyst in Kansas City, Missouri

23338 Financial Planning Analyst (Open)

Job Category:

Grade 07


Location: 1000 Walnut St, Kansas City, Missouri 64106


Job Expectations:

How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a “Super Community” bank and is recognized as an industry leader. In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers’ needs!Commerce Trust Company is looking for a highly motivated, dynamic, and experienced individual for our Financial Planning Analyst role . Support the development and delivery of personal financial plans. Analyze and interpret complex personal financial information. Interact with planning software and verify accuracy of the resulting work product. Communicate internally with trust personnel and externally with high net worth clients and prospects. Position will be located in our downtown, Kansas City office.Work Hours: Monday-Friday (8:00am-5:00pm)Applicants will have: - Bachelor’s degree in Business, Accounting, Finance or equivalent experience required.- Financial planning experience and/or CFP certification a plus. - Candidate should have outstanding analytical, problem solving and communication skills.

Time Type:

Full timeJoin our winning team.

If you’re looking for something more than just another job, we’re looking for you. We’re searching for people with a make-it-happen attitude who also want to make a difference. At Commerce Bank, we take the time to really get to know our customers. Then we work together to help them achieve their goals. It’s a great feeling. We are committed to always bringing our best, which means we are constantly looking for the best to join us. Does that sound like you?

Our policy is to provide equal opportunity to all qualified candidates and employees without regard to gender, race or ethnic background, age, religion, sexual orientation, national origin, marital status, veteran status, disability or any other non-job related factors. We are committed to maintaining a drug- and alcohol-free workplace and candidates will be required to perform a pre-employment drug screen.