Wealth Management Consultant - Commerce Trust

Commerce Bank

5d•$65,000 - $95,000•Onsite

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. About This Job 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.

Requirements

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.
Level of role is determined by knowledge, experience, skills, abilities, and education

Responsibilities

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