Senior Financial Consultant

2 weeks ago


Kansas City, Missouri, United States Commerce Bank Full time

About Working at Commerce Bank

We're a leading provider of wealth management services with a rich history spanning over 155 years. Our commitment to excellence has earned us numerous awards and recognition from distinguished organizations.

We prioritize creating a culture that values diversity, inclusion, and community involvement. As a Wealth Management Consultant at Commerce Bank, you'll be part of a team that prioritizes integrity, teamwork, and customer satisfaction.

This role offers a unique opportunity to leverage your expertise in investment and trust services to drive business growth and client satisfaction. You'll collaborate with cross-functional teams to develop and execute strategic plans, identify new business opportunities, and build strong relationships with clients and partners.

To excel in this position, you'll need exceptional communication and interpersonal skills, as well as a solid understanding of the financial industry. A proven track record of sales success and a passion for delivering exceptional client experiences will also serve you well in this role.

Key Responsibilities:

  • Develop and maintain an active network of referral sources to drive new business growth

  • Achieve annual sales goals for current fee business while identifying opportunities for expansion

  • Collaborate with colleagues across departments to deliver seamless client experiences

Requirements:

  • Bachelor's degree or equivalent combination of education and experience required

  • 7+ years related sales experience with a strong focus on client relationships and account management

  • Certified Financial Planner (CFP) designation required; Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) designation preferred

Benefits:

  • Competitive salary range: $65,000 - $95,000 annually

  • Ongoing training and professional development opportunities

  • Comprehensive benefits package, including health, dental, and vision insurance

  • 401(k) retirement plan with employer match

  • Paid time off and holidays



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