Wealth Management Consultant - Commerce TrustCommerce Trust • Kansas City, MO, US

Wealth Management Consultant - Commerce Trust

Commerce Trust • Kansas City, MO, US

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Overview

Wealth Management Consultant - Commerce Trust

Location : 1000 Walnut, Kansas City, Missouri 64106

Time Type : Full time

Seniority level : Not Applicable

Employment type : Full-time

Job function : Finance and Sales

Industries : Banking and Financial Services

Compensation range : $65,000 - $95,000 annually, with additional incentive opportunities based on performance

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. Commerce Trust is a division of Commerce Bank.

What you will do

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 an active network of referral sources with an active prospect pipeline to ensure that the annual sales goal is met
Achieve the 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

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 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 with an optimistic outlook aligned with Core Values

Intermediate 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.

Benefits and Other

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

Location & Time

Location : 1000 Walnut, Kansas City, Missouri 64106

Time Type : Full time

Referral note : Referrals increase your chances of interviewing at Commerce Trust by 2x.

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Wealth Management Consultant • Kansas City, MO, US

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