Wealth Management Consultant

Overview

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. 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. After 160 years, Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

Compensation Range
Annual Salary: $50,000.00 - $ (Amount based on relevant experience, skills, and competencies.)

About This Job
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. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals.

Commerce Trust is a division of Commerce Bank.

The Wealth Management Consultant is a business development–focused role responsible for driving revenue growth through proactive networking, relationship management, and referral generation. This position is designed for a high-performing financial professional with a proven ability to cultivate strong centers of influence and develop a consistent pipeline of qualified prospects. Approximately 75%–80% of this role is dedicated to sales, business development, and relationship expansion activities.

The successful candidate will be highly motivated, externally focused, and energized by building long-term client relationships and delivering comprehensive wealth management solutions.

• Proactively develop, expand, and maintain a strong network of referral sources and centers of influence
• Build and manage a robust, high-quality prospect pipeline while maintaining strong client relationships
• Actively engage in networking and professional organizations
• Identify and close new wealth management opportunities
• Partner with internal teams to deliver integrated solutions and execute strategic business development plans
• Complete onboarding and compliance documentation
• Participate in sales meetings and professional development
• Maintain strong sales records through consistent, accurate use of Salesforce to manage pipeline activities and forecasts
• Maintain market and regulatory knowledge through ongoing educational opportunities
• Perform other duties as assigned

• Strong knowledge of wealth management and trust services
• Strong knowledge of Salesforce or transferable CRM experience
• Strong networking, consultative selling and negotiation skills
• Ability to maintain a growing prospect pipeline, meet revenue goals and expand referral networks
• Ability to represent the company professionally and with integrity and a strong client-focus
• Ability to contribute to high-performance culture
• 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 preferred
• 5+ years of financial services sales experience required
• Proven revenue growth history required
• Established referral…