Commerce Bank · 1 day ago
Wealth Management Consultant – Commerce Trust
MO - St. Louis County Central - St. Louis - Clayton (8000 Forsyth) (63105)
Full-time
Onsite
Mid, Senior Level
$50K/yr - $250K/yr
5+ years expCommerce Bank is a leading provider of wealth management services, and they are seeking a Wealth Management Consultant to drive revenue growth through proactive networking and relationship management. This role focuses heavily on business development and requires a high-performing financial professional to cultivate strong client relationships and deliver comprehensive wealth management solutions.
BankingFinanceFinancial Services
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
Proven revenue growth history
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
Established referral networks
High-net-worth client experience
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 Bank
Commerce Bank is a commercial bank that offers financial products and banking services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$150M2014-06-18Post Ipo Equity· $150M
1978-01-13IPO
Leadership Team
John Kemper
President & Chief Executive Officer
Robert Holmes
Chairman & CEO
Recent News
2026-01-22
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2026-01-05
2026-01-03
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