Wealth Management Consultant – Commerce Trust

Wealth Management Consultant at Commerce Trust, responsible for driving revenue growth through networking, relationship management, and referral generation, with approximately 75%–80% of the role dedicated to sales, business development, and relationship expansion activities.

Requirements

• 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

Benefits

• Employer sponsored health, dental, and vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time
• Career development
• Education assistance
• Voluntary supplemental benefits