Wealth Management Consultant – Commerce Trust

Commerce Bancshares
St. Louis
Workplace: OnsiteFull timeUSD 65,000 - 95,000 annuallyFunction: Consulting & AdvisoryExperience: 5+ yearsEducation: bachelorsSkills: ["Networking","Consultative selling","Negotiation","Communication","Organizational/self-starter"]

Drive revenue growth for Commerce Trust through proactive networking, relationship management, and referral generation. Build and manage a quality prospect pipeline while expanding existing client relationships. Identify and close new wealth management opportunities and partner with internal teams to deliver integrated solutions. Maintain accurate sales records and forecasts in Salesforce, keep market and regulatory knowledge current, and complete onboarding and compliance documentation.

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Commerce Bancshares
Commerce Bancshares
1 month ago

Wealth Management Consultant – Commerce Trust

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Last checked: 2 hours agoStatus: Live

Job Summary

Drive revenue growth for Commerce Trust through proactive networking, relationship management, and referral generation. Build and manage a quality prospect pipeline while expanding existing client relationships. Identify and close new wealth management opportunities and partner with internal teams to deliver integrated solutions. Maintain accurate sales records and forecasts in Salesforce, keep market and regulatory knowledge current, and complete onboarding and compliance documentation.
Location: St. Louis
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Develop, expand, and maintain referral sources and centers of influence
  • •Build and manage a high-quality prospect pipeline and maintain client relationships
  • •Engage in networking and professional organizations to generate opportunities
  • •Identify and close new wealth management opportunities with integrated internal support
  • •Maintain accurate sales records in Salesforce and keep market/regulatory knowledge current

Pay and Benefits

Salary: USD 65,000 - 95,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid Personal

Key Requirements

  • •5+ years of financial services sales experience and a proven revenue growth history
  • •Strong knowledge of wealth management and trust services
  • •Salesforce proficiency or transferable CRM experience to manage pipeline and forecasts
  • •Strong networking, consultative selling, and negotiation skills to grow referral networks and meet revenue goals
  • •Valid driver’s license and ability to maintain Commerce Bank’s driving record criteria
Experience:5+ yearsFinancial services
Education:Bachelor's
Skills:NetworkingConsultative sellingNegotiationCommunicationOrganizational/self-starter
Licenses:Driver’s license
Tech Stack:SalesforceCRMMicrosoft WordMicrosoft ExcelMicrosoft TeamsOutlook

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn