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Wealth Management Consultant

United States, Kansas City Employment contract 65000.00 - 95000.00 USD / Year · Job Posted June 16, 2026
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Job Description

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client’s financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank. The Wealth Management Consultant is a business development–focused role responsible for driving revenue growth through proactive networking, relationship management, and referral generation. This position is designed for a high-performing financial professional with a proven ability to cultivate strong centers of influence and develop a consistent pipeline of qualified prospects. Approximately 75%–80% of this role is dedicated to sales, business development, and relationship expansion activities. The successful candidate will be highly motivated, externally focused, and energized by building long-term client relationships and delivering comprehensive wealth management solutions.

Job Responsibility

  • 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

Requirements

  • 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
  • Bachelor’s degree or equivalent combination of education and experience preferred
  • 5+ years of financial services sales experience required
  • Proven revenue growth history required
  • Established referral networks preferred
  • High-net-worth client experience preferred

Nice to have

  • Established referral networks
  • High-net-worth client experience

What we offer

  • Employer sponsored health, dental, and vision insurance
  • 401(k)
  • life insurance
  • paid vacation
  • paid personal time
  • career development
  • education assistance
  • voluntary supplemental benefits

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