Wealth Management Associate

ABOUT WORKING AT COMMERCE

Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn’t stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you’ll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn’t come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let’s talk.

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 tim

• 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