Wealth Management Consultant - Commerce Trust

Commerce BankKansas City, MO, US

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Commerce Bank Job Opportunity

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.

Annual Salary : $65,000.00 - $95,000.00 (Amount based on relevant experience, skills, and competencies.)

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.

About This Job

The main purpose of this job is to sell investment and trust services within the territory assigned and to reach stated annual new business fee goal.

Essential Functions

Develop and maintain active network of referral sources with active prospect pipeline to ensure that annual sales goal is met
Achieve annual sales goal for current fee business
Accurately complete necessary paperwork for new account onboarding, participate in regular sales meetings as directed by management, and complete sales incentive process / paperwork
Perform other duties as assigned

Knowledge, Skills & Abilities Required

Intermediate understanding of the investment, trust and estate planning fields

Intermediate understanding of trust services including administration, tax and investments

Strong relationship building skills

Excellent problem-solving skills

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 required

5+ years related sales experience required

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.

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, Kansas City, Missouri 64106

Time Type : Full time

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Wealth Management Consultant • Kansas City, MO, US