Job summary
Job post source
This job is directly from Commerce Trust
Job overview
The Wealth Management Consultant at Commerce Trust is responsible for selling investment and trust services to meet annual new business fee goals, impacting the company's financial growth and client service.
Responsibilities and impact
The role involves developing and maintaining a network of referral sources, achieving sales goals, completing onboarding paperwork, participating in sales meetings, and performing other assigned duties.
Compensation and benefits
The annual salary ranges from $65,000 to $95,000 based on experience and skills, with additional performance-based incentives; benefits include health, dental, vision insurance, 401(k), life insurance, paid vacation, personal time, career development, and education assistance.
Experience and skills
Candidates must have a bachelor's degree or equivalent experience, 7+ years of related sales experience, Certified Financial Planner (CFP) designation required, with CPA and/or CFA preferred; strong knowledge of investment, trust, estate planning, relationship building, problem-solving, and proficiency in Microsoft Office is needed.
Career development
Commerce Trust offers opportunities for career growth, education assistance, and professional development to help employees become their best selves.
Work environment and culture
Commerce Trust emphasizes a supportive culture focused on people, community, and core values, fostering optimism, adaptability, and teamwork.
Company information
Commerce Trust, a division of Commerce Bank with over 160 years of history, provides wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration.
Job location and travel
The position is located at 1000 Walnut, Kansas City, Missouri 64106, with full-time hours.
Unique job features
The job includes a review of the candidate's driving record as part of the employment process and offers a performance-based incentive plan.
Company overview
Commerce Trust is a division of Commerce Bank, providing comprehensive wealth management services including investment management, financial planning, and private banking. They generate revenue through advisory fees, asset management, and banking services tailored to high-net-worth individuals and institutions. Established in 1906, Commerce Trust has a long-standing history of financial expertise and client-focused service, making it a reputable entity in the wealth management sector.
How to land this job
Position your resume to emphasize your Certified Financial Planner (CFP) designation and 7+ years of related sales experience, showcasing your expertise in wealth management and financial planning.
Highlight your knowledge of investment, trust, and estate planning fields, along with your strong relationship-building and problem-solving skills, as these are central to the role.
Apply through multiple channels including Commerce Trust's official corporate careers site and LinkedIn to maximize your application visibility and chances of being noticed.
Connect with current Wealth Management Consultants or team members at Commerce Trust on LinkedIn; start conversations by complimenting their recent posts on financial planning or by asking for advice on succeeding in the wealth management division.
Optimize your resume for ATS by integrating keywords from the job description such as 'investment management,' 'trust services,' 'estate planning,' 'CFP,' and 'sales goal achievement' to ensure it passes automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications, identify the best platforms for submission, and discover LinkedIn contacts to network with, allowing you to focus more on preparing for interviews and refining your skills.
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