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 160 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.

Compensation Range

Hourly : $26.25 - $30.75 (Amount based on relevant experience, skills, and competencies.)

For more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach to wealth management means assembling a team of seasoned wealth management professionals across disciplines who collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank.

About This Job

The main purpose of this job is to develop Commerce Trust talent though work experiences that support financial planning (FAS) and activity that drives sales interactions from marketing generated leads, so our talent develops wealth management expertise and sales skills.

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

Education & Experience

The candidate selected for this position may be eligible for the following employment benefits : employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.

Location : 1000 Walnut, Kansas City, Missouri 64106

Time Type : Full time