Wealth Management Consultant - Commerce at Commerce Clayton, Missouri

Wealth Management Consultant

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

Location: 8000 Forsyth Blvd, Clayton, Missouri 63105 Time Type: Full time