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Wealth Management Associate

Company: Commerce Bank
Location: Kansas City
Posted on: May 28, 2023

Job Description:

About Working at Commerce

Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.

No wonder we've been an industry leader for over 155 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.

Since 1906, Commerce Trust, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's Best Private Banking Award for the Midwest Region. Commerce Trust administers over $57 billion in total client assets.

About This Job

The purpose of this position is to develop CTC talent though targeted work experiences that support, best of class financial education, financial planning, investments, and banking services.

This position will have organizational, administrative, and sales coordination expectations. In addition, this talent will develop and deliver financial plans within targeted vertical. The position is to initiate activities that drives sales interactions from identified organizations, individuals, and marketing generated leads. This position targets candidates who can develop wealth management expertise and sales skills, or who can develop into other CT position after 18 - 24 months.

Essential Functions

  • Accurately develop and deliver financial plans in a timely manner
  • Review the financial information that is collected from the client or prospect by the planner, ensuring the information is correct before entering the information into the financial planning software and verifying the accuracy of the resulting plan
  • Focus on leads generated from marketing resulting in qualified meetings
  • Work closely with the asset management sales team on sales process, sales training, and pipeline accountability
  • Collaborate with the Marketing department by providing feedback and information on calling campaigns
  • Pursue sales training as directed by management
  • Perform other duties as assigned

    Knowledge, Skills & Abilities Required
    • Basic knowledge of, and a strong interest in, the wealth management field
    • Basic understanding of financial services, including financial planning techniques
    • Ability to be in a sales-focused role and display resiliency throughout the sales process, including rejection when prospecting
    • Ability to develop a working knowledge of financial plans and how Commerce Trust Company (CTC) services can be a solution
    • Excellent problem-solving skills
    • Ability to utilize financial planning software
    • 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
    • Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook

      Education & Experience
      • Bachelor's degree in Business, Finance, Accounting, Management, or Personal Financial Planning or equivalent combination of education and experience required
      • 1+ year of relevant financial industry experience preferred
      • Sales and business development experience preferred

        Location: 1000 Walnut St, Kansas City, Missouri 64106

        Time Type:
        Full time

Keywords: Commerce Bank, Kansas City , Wealth Management Associate, Executive , Kansas City, Kansas

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