Wealth Management Consultant

Overview

Wealth Management Consultant - Commerce Trust

Location:

1000 Walnut, Kansas City, Missouri 64106

Time Type:
Full time

Seniority level:
Not Applicable

Employment type:

Full-time

Job function:
Finance and Sales

Industries:
Banking and Financial Services

Compensation range: $65,000 - $95,000 annually, with additional incentive opportunities based on performance

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Commerce Trust is a division of Commerce Bank.

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 an active network of referral sources with an active prospect pipeline to ensure that the annual sales goal is met
• Achieve the 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 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 with an optimistic outlook aligned with Core Values
• Intermediate 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 employer-sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. We also offer career development, education assistance, and voluntary supplemental benefits.  to learn more.

Location:

1000 Walnut, Kansas City, Missouri 64106

Time Type:
Full time

Referral note:
Referrals increase your chances of interviewing at Commerce Trust by 2x.