Wealth Management Consultant – Commerce Trust
$50,000–$250,000 year
On-site · Clayton, Missouri, United States
Job Summary
The Wealth Management Consultant is a business development-focused role aimed at driving revenue growth through proactive networking, relationship management, and referral generation. This position requires a highly motivated financial professional with over 5 years of experience in financial services sales, a proven revenue growth history, and strong knowledge of wealth management services. Essential responsibilities include developing and maintaining a robust network of referral sources, managing a high-quality prospect pipeline, and engaging with professional organizations. The successful candidate will possess strong skills in consultative selling, negotiation, and CRM usage, with an ability to deliver integrated solutions alongside internal teams.
Required Qualifications
- Strong knowledge of wealth management and trust services
- Strong knowledge of Salesforce or transferable CRM experience
- Strong networking, consultative selling and negotiation skills
- Ability to maintain a growing prospect pipeline, meet revenue goals and expand referral networks
- Ability to represent the company professionally and with integrity and a strong client-focus
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Excellent written, verbal and interpersonal communication skills
Desired Qualifications
- Established referral networks
- High-net-worth client experience
Additional Requirements
- Ongoing employment may be contingent upon meeting all driving requirements
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