Business Development Representative/Wealth Management Consultant - Peoria (Full Time)
The Commerce Trust Company, a division of Commerce Bank, is ranked among the top 25 investment advisors in the U.S. with over $39 billion in client assets. The Commerce Trust Company concentrates on serving individuals, families, business owners and institutions investment management needs through a combination of world class capabilities and resources, objective advice, customized solutions and unparalleled service.
If you work well in a team based environment, but are motivated by personal achievement, the position of Wealth Management Consultant might be the role for you! The right candidate will be enthusiastic, sociable and passionate about the wealth management business.
The purpose of this position is to develop relationships with high-net-worth individuals and families providing them a broad array of wealth management products & services.
•The position is responsible for developing both internal and external referral networks.
•Responsible for following up on leads generated through various referrals and marketing programs and nurturing the leads to conclusion.
•Take a leadership role in developing an action plan to attract new prospects and to retain existing clients. Responsible for identifying the appropriate team to partner with clients and develop and implement a strategy for developing a relationship with future generations.
•Stay abreast of industry trends, products, and the competitive landscape in the Peoria and Bloomington, IL markets.
•Take active role in community by participating in bank events or donating personal time to civic, and/or charitable organizations.
• Maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements.
For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.
Education / Experience
A college degree or equivalent experience/certification in general business, finance, accounting or management is required. 5 plus years in a sales role with a focus on wealth management is preferred.
Familiarity with investment advice, trust and estate planning advice, and ability to manage complex relationship sales cycle.
• Working knowledge of trust services including administration, tax and investments.
• Excellent problem-solving and communication skills.
• Successful individuals will be results- oriented and self motivated.
• Strong skills on PC applications for word processing and client management software.
The incumbent must have a broad understanding of the financial services industry with excellent sales closing skills. This position requires the incumbent to have knowledge in the following disciplines:
• Estate Planning
• Financial Planning
• Trust Administration
• Bank Services
EOEMinorities/Women/Vets/DisabledEqual Opportunity Employer