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Commerce Trust · 1 day ago

Wealth Management Consultant - Commerce Trust

Kansas City, MO

Full-time

Onsite

Mid, Senior Level

$65K/yr - $95K/yr

5+ years exp

Commerce Trust is a leading provider of wealth management services dedicated to helping clients achieve financial safety and success. The Wealth Management Consultant will be responsible for selling investment and trust services, developing a network of referral sources, and achieving annual sales goals.

Asset ManagementBankingFinanceFinancial ServicesWealth Management

Responsibilities

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

Qualification

Investment knowledgeTrust services knowledgeSales experienceMicrosoft Office proficiencyRelationship buildingProblem-solvingOrganizational skillsCommunication skills

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

Bachelor's degree or equivalent combination of education and experience required

5+ years related sales experience required