Wealth Management Consultant - Commerce Trust
Commerce Bank(1 month ago)
About this role
A Wealth Management Consultant at Commerce Trust focuses on selling investment and trust services within an assigned territory to support the firm’s wealth management objectives. The role is part of Commerce Trust, a division of Commerce Bank that provides financial planning, estate and tax planning, investment management, private banking and trust administration.
Required Skills
- Relationship Building
- Sales
- Trust Services
- Investment Knowledge
- Estate Planning
- Tax Knowledge
- Client Onboarding
- Microsoft Excel
- Communication
- Problem Solving
+1 more
Qualifications
- Bachelor's Degree
- Valid Driver's License
About Commerce Bank
commercebank.comCommerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.
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