Wealth Management Consultant - Commerce Trust

Commerce Bancshares
Kansas City
Workplace: OnsiteFull timeUSD 65,000 - 95,000 annuallyFunction: Consulting & AdvisoryEducation: bachelorsSkills: ["Networking","Consultative selling","Negotiation","Relationship management","Communication"]

Drive wealth management revenue growth by proactively building referral sources and centers of influence, expanding a qualified prospect pipeline, and maintaining strong client relationships. Spend roughly 75–80% of your time on sales and business development activities, identify and close new opportunities, and partner with internal teams to deliver integrated solutions. Use Salesforce to manage pipeline, forecasts, and records while staying current on market and regulatory developments.

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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 wealth management revenue growth by proactively building referral sources and centers of influence, expanding a qualified prospect pipeline, and maintaining strong client relationships. Spend roughly 75–80% of your time on sales and business development activities, identify and close new opportunities, and partner with internal teams to deliver integrated solutions. Use Salesforce to manage pipeline, forecasts, and records while staying current on market and regulatory developments.
Location: Kansas City
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 while maintaining client relationships.
  • •Actively engage in networking and professional organizations.
  • •Identify and close new wealth management opportunities.
  • •Complete onboarding and compliance documentation and maintain sales records in Salesforce.

Pay and Benefits

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

Key Requirements

  • •5+ years of financial services sales experience, with a proven revenue growth history.
  • •Strong knowledge of wealth management and trust services.
  • •Salesforce (or transferable CRM) proficiency to manage pipeline activities and forecasts.
  • •Ability to cultivate and maintain a growing prospect pipeline, meet revenue goals, and expand referral networks.
  • •Strong networking, consultative selling, and negotiation skills with a professional client-focused approach.
Experience:Financial servicesWealth managementTrust services
Education:Bachelor's
Skills:NetworkingConsultative sellingNegotiationRelationship managementCommunication
Tech Stack:SalesforceCRMMicrosoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft Outlook

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