Wealth Management Consultant - Commerce Trust
About The Position
Commerce Trust is a leading provider of wealth management services, including financial planning, estate and tax planning, investment management, private banking, and trust administration. 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
- 5+ years of financial services sales experience required
- Proven revenue growth history required
- Must be eligible to work in the US without sponsorship now or in the future.
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
Benefits
- employer sponsored health, dental, and vision insurance
- 401(k)
- life insurance
- paid vacation
- paid personal time
- career development
- education assistance
- voluntary supplemental benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
