Wealth Management Consultant - Commerce Trust

Wealth Management Consultant - Commerce Trust

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locations

MO - Kansas City Downtown/Plaza - Kansas City - KC Downtown Bank Building (1000 Walnut) (64106)

time type

Full time

posted on

Posted 30+ Days Ago

job requisition id

37664

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. And our commitment doesn’t stop there. 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. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

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.

Essential Functions

• 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

Knowledge, Skills & Abilities Required

• 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

Education & Experience

• 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 networks preferred

• High-net-worth client experience preferred

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

***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Business Development Representative/Wealth Management Consultant & Senior Consultant – CTC job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $65,000 to $95,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. A reasonable estimate of additional incentive compensation is $50,000 - $250,000+.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here ( to learn more.

Location: 1000 Walnut St, Kansas City, Missouri 64106

Time Type:

Full time

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About Us

Commerce Bank has been awarded numerous awards for our company culture. We have been included on distinguished lists such as Forbes’ Best Midsized Employers, Forbes’ Best Employers for Women, and Korn Ferry’s Engaged Performance Award. You’ll see the difference for yourself when you join the team.

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Equal Opportunity Employer

Commerce Bank is proud to be an Equal Employment Opportunity employer and believes that every individual should have the opportunity to work at a job for which he, she or they qualifies. We celebrate diversity and do not discriminate based on race, color, ancestry, ethnicity, gender identity, gender expression, sex, sexual orientation, disability (including physical or mental handicap), age, veteran status, military status, national origin, religion, pregnancy status, marital status, genetic information, or any other status protected by applicable federal, state or local law.

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