Commerce Trust · 4 hours ago
Wealth Management Consultant – Commerce Trust
St Louis, MO
Full-time
Onsite
Senior Level
$50K/yr - $250K/yr
5+ years expCommerce Trust is a leading provider of wealth management services focused on helping clients achieve financial success. The Wealth Management Consultant role is business development-oriented, responsible for driving revenue growth through networking, relationship management, and referral generation.
Asset ManagementBankingFinanceFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
5+ years of financial services sales experience required
Proven revenue growth history required
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
Preferred
Bachelor's degree or equivalent combination of education and experience preferred
Established referral networks preferred
High-net-worth client experience preferred
Benefits
Employer sponsored health, dental, and vision insurance
401(k)
Life insurance
Paid vacation
Paid personal time
Career development
Education assistance
Voluntary supplemental benefits
Company
Commerce Trust
Commerce Trust provides wealth management, investment management, private banking, and trust services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
John Handy
President & CEO at Commerce Trust Company
Recent News
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