Wealth Management Consultant – Commerce Trust

Commerce Bank

2d•$50,000 - $250,000

About The Position

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.

Requirements

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

Nice To Haves

Established referral networks preferred
High-net-worth client experience preferred

Responsibilities

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