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.

Responsibilities

Driving revenue growth through proactive networking, relationship management, and referral generation; 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

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

Nice to have

Bachelor’s degree or equivalent combination of education and experience; Established referral networks; High-net-worth client experience

Benefits

Employer sponsored health, dental, and vision insurance; 401(k); life insurance; paid vacation; paid personal time; career development; education assistance; voluntary supplemental benefits; performance-based incentive plan(s) with additional incentive compensation of $50,000 - $250,000+