Wealth Management Consultant - Commerce Trust

Commerce Trust Wealth Management ConsultantBuilding a career at Commerce 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 JobFor 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 FunctionsProactively develop, expand, and maintain a strong network of referral sources and centers of influenceBuild and manage a robust, high-quality prospect pipeline while maintaining strong client relationshipsActively engage in networking and professional organizationsIdentify and close new wealth management opportunitiesPartner with internal teams to deliver integrated solutions and execute strategic business development plansComplete onboarding and compliance documentationParticipate in sales meetings and professional developmentMaintain strong sales records through consistent, accurate use of Salesforce to manage pipeline activities and forecastsMaintain market and regulatory knowledge through ongoing educational opportunitiesPerform other duties as assignedKnowledge, Skills & Abilities RequiredStrong knowledge of wealth management and trust servicesStrong knowledge of Salesforce or transferable CRM experienceStrong networking, consultative selling and negotiation skillsAbility to maintain a growing prospect pipeline, meet revenue goals and expand referral networksAbility to represent the company professionally and with integrity and a strong client-focusAbility to contribute to high-performance cultureAbility to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirementsMotivated and organized self-starter with strong attention to detail and the ability to manage multiple prioritiesInquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skillsAbility 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 ValuesIntermediate level proficiency with Microsoft Word, Excel, Teams and OutlookEducation & ExperienceBachelor's degree or equivalent combination of education and experience preferred5+ years of financial services sales experience requiredProven revenue growth history requiredEstablished referral networks preferredHigh-net-worth client experience preferredFor 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.Location: 1000 Walnut St, Kansas City, Missouri 64106Time Type: Full time