About this role
Private Client Advisor at Commercebank. Location: Wichita, Kansas, United States. Role: delivering advice, managing relationships, developing plans Requirements: Bachelor's degree, 3+ years trust/wealth management experience, CFP/CTFA preferred, valid driver’s license, advanced Microsoft Word/Excel/Teams/Outlook skills, strong analytical and communication abilities. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook Certifications: cfp, ctfa Commitment: Full Time Workplace: Onsite Languages: English