Wealth Management Consultant - Commerce Trust

About Working at Commerce

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.

Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.

Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Annual Salary: $65,000.00 - $95,000.00 (Amount based on relevant experience, skills, and competencies.)

The main purpose of this job is to sell investment and trust services within the territory assigned and to reach stated annual new business fee goal.

• Develop and maintain active network of referral sources with active prospect pipeline to ensure that annual sales goal is met
• Achieve annual sales goal for current fee business
• Accurately complete necessary paperwork for new account onboarding, participate in regular sales meetings as directed by management, and complete sales incentive process/paperwork
• Perform other duties as assigned

• Intermediate understanding of the investment, trust and estate planning fields
• Intermediate understanding of trust services including administration, tax and investments
• Strong relationship building skills
• Excellent problem-solving skills
• Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
• 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

• Bachelor’s degree or equivalent combination of education and experience required
• 5+ years related sales experience required

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  to learn more.

Location:

1000 Walnut, Kansas City, Missouri 64106

Time Type:
Full time