Wealth Management Consultant – Commerce Trust

Commerce Bank is seeking a Wealth Management Consultant for its Commerce Trust division in Kansas City, MO. The role involves selling investment and trust services, achieving sales goals, and maintaining a network of referral sources. Candidates should have a strong understanding of investment and trust services, excellent relationship-building skills, and at least 7 years of sales experience. A Bachelor's degree and CFP certification are required.
About Working at Commerce

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 more than 155 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.

Compensation Range
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
• Strong understanding of the investment, trust and estate planning fields
• Strong 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. Master’s degree preferred.
• 7+ years related sales experience required
• Certified Financial Planner (CFP) designation required
• Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) designation preferred

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
• **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.

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. Click here to learn more.

Location: 1000 Walnut, Kansas City, Missouri 64106

Time Type:
Full time