Wealth Management Associate
Commerce Bank

St. Louis, Missouri

This job has expired.

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.

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: 8000 Forsyth, St. Louis, Missouri 63105

Time Type:
Full time

This job has expired.

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